&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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

&Partners's LGOV Position: Q1 2026 in Review

&Partners reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 2.6% in Q1 2026, selling an estimated $127K and leaving 215,411 shares worth $4.65M. The position accounts for 0.02% of the portfolio, ranked #548.

&Partners first reported a position in LGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.54M in Q2 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

&Partners held 215,411 shares of First Trust Long Duration Opportunities ETF worth $4.65M as of Q1 2026.
&Partners sold 5,792 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $127K.
First Trust Long Duration Opportunities ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #548 holding.
&Partners first reported a position in First Trust Long Duration Opportunities ETF in Q1 2025 and has held it in 5 quarters since.
&Partners's First Trust Long Duration Opportunities ETF position peaked at $5.54M in Q2 2025.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.