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&Partners’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

&Partners’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 		$6.63M Buy
309,722
+94,311
+44% +$2.03M 0.03% 503
2026
Q1 		$4.65M Sell
215,411
-5,792
-3% -$127K 0.02% 548
2025
Q4 		$4.83M Sell
221,203
-3,045
-1% -$66.9K 0.03% 513
2025
Q3 		$4.88M Sell
224,248
-34,425
-13% -$739K 0.03% 428
2025
Q2 		$5.54M Buy
258,673
+52,129
+25% +$1.11M 0.04% 350
2025
Q1 		$4.5M Buy
+206,544
New +$4.36M 0.05% 318

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
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
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

&Partners's LGOV Position: Q2 2026 in Review

&Partners increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 44% in Q2 2026, buying an estimated $2.03M and bringing the position to 309,722 shares worth $6.63M. The position accounts for 0.03% of the portfolio, ranked #503.

&Partners first reported a position in LGOV in Q1 2025 and has held it in 6 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • &Partners held 309,722 shares of First Trust Long Duration Opportunities ETF worth $6.63M as of Q2 2026.
  • &Partners bought 94,311 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $2.03M.
  • First Trust Long Duration Opportunities ETF made up 0.03% of &Partners's portfolio in Q2 2026, its #503 holding.
  • &Partners first reported a position in First Trust Long Duration Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.