Patriot Financial Group Insurance Agency’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Patriot Financial Group Insurance Agency’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
2024 Q4	–	Sell	-14,726	Closed	-$330K	–	518
2024 Q3	$330K	Buy	14,726 +569	+4%	+$12.5K	0.04%	366
2024 Q2	$298K	Buy	14,157 +2,790	+25%	+$58.1K	0.04%	374
2024 Q1	$243K	Buy	+11,367	New	+$244K	0.04%	412

Other funds holding LGOV

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

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

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GWM

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LGOV Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q4 2024, closing a stake of 14,726 shares — an estimated $330K sold.

Patriot Financial Group Insurance Agency first reported a position in LGOV in Q1 2024 and held it in 3 quarters. The position peaked at $330K in Q3 2024. 128 funds tracked by Wall St. Rank hold LGOV as of Q4 2024.

Patriot Financial Group Insurance Agency reported no remaining First Trust Long Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 14,726 First Trust Long Duration Opportunities ETF shares in Q4 2024, an estimated $330K.
Patriot Financial Group Insurance Agency first reported a position in First Trust Long Duration Opportunities ETF in Q1 2024 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's First Trust Long Duration Opportunities ETF position peaked at $330K in Q3 2024.
128 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.