Perigon Wealth Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Perigon Wealth Management’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 Q3	$447K	Buy	22,814 +2,346	+11%	+$48.8K	0.01%	956
2026 Q2	$438K	Sell	20,468 -26	-0.1%	-$559	0.01%	954
2026 Q1	$442K	Buy	20,494 +6,699	+49%	+$147K	0.01%	864
2025 Q4	$301K	Buy	13,795 +1,284	+10%	+$28.2K	0.01%	1019
2025 Q3	$272K	Sell	12,511 -212	-2%	-$4.55K	0.01%	1014
2025 Q2	$273K	Sell	12,723 -7,664	-38%	-$163K	0.01%	874
2025 Q1	$438K	Buy	20,387 +1,244	+6%	+$26.3K	0.01%	674
2024 Q4	$398K	Buy	19,143 +10,133	+112%	+$217K	0.01%	713
2024 Q3	$202K	Buy	+9,010	New	+$198K	0.01%	939

Other funds holding LGOV

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vaquero Private Wealth Dallas, Texas $477M AUM

TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return

Perigon Wealth Management's LGOV Position: Q3 2026 in Review

Perigon Wealth Management increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 11% in Q3 2026, buying an estimated $48.8K and bringing the position to 22,814 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #956.

Perigon Wealth Management first reported a position in LGOV in Q3 2024 and has held it in 9 quarters since. 40 funds tracked by Wall St. Rank hold LGOV as of Q3 2026.

Perigon Wealth Management held 22,814 shares of First Trust Long Duration Opportunities ETF worth $447K as of Q3 2026.
Perigon Wealth Management bought 2,346 First Trust Long Duration Opportunities ETF shares in Q3 2026, an estimated $48.8K.
First Trust Long Duration Opportunities ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #956 holding.
Perigon Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q3 2024 and has held it in 9 quarters since.
40 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.