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 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

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

Perigon Wealth Management's LGOV Position: Q2 2026 in Review

Perigon Wealth Management reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 0.13% in Q2 2026, selling an estimated $559 and leaving 20,468 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #954.

Perigon Wealth Management first reported a position in LGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $442K in Q1 2026. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Perigon Wealth Management held 20,468 shares of First Trust Long Duration Opportunities ETF worth $438K as of Q2 2026.
Perigon Wealth Management sold 26 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $559.
First Trust Long Duration Opportunities ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #954 holding.
Perigon Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q3 2024 and has held it in 8 quarters since.
Perigon Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $442K in Q1 2026.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.