Park Square Financial Group’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Park Square Financial Group’s Portfolio LGOV Stock Details LGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$221K	Sell	10,330 -12,737	-55%	-$274K	2%	17
2026 Q1	$498K	Buy	23,067 +2,335	+11%	+$51.1K	3.78%	12
2025 Q4	$432K	Sell	20,732 -13,811	-40%	-$304K	2.56%	13
2025 Q3	$751K	Sell	34,543 -22,772	-40%	-$489K	3.24%	12
2025 Q2	$1.23M	Sell	57,315 -2,511	-4%	-$53.3K	0.89%	21
2025 Q1	$1.29M	Sell	59,826 -20,352	-25%	-$430K	1.02%	22
2024 Q4	$1.67M	Buy	+80,178	New	+$1.72M	1.15%	20

Other funds holding LGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Park Square Financial Group's LGOV Position: Q2 2026 in Review

Park Square Financial Group reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 55% in Q2 2026, selling an estimated $274K and leaving 10,330 shares worth $221K. The position accounts for 2% of the portfolio, ranked #17.

Park Square Financial Group first reported a position in LGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q4 2024. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Park Square Financial Group held 10,330 shares of First Trust Long Duration Opportunities ETF worth $221K as of Q2 2026.
Park Square Financial Group sold 12,737 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $274K.
First Trust Long Duration Opportunities ETF made up 2% of Park Square Financial Group's portfolio in Q2 2026, its #17 holding.
Park Square Financial Group first reported a position in First Trust Long Duration Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
Park Square Financial Group's First Trust Long Duration Opportunities ETF position peaked at $1.67M in Q4 2024.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.