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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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
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
SI
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Perigon Wealth Management's LGOV Position: Q1 2026 in Review

Perigon Wealth Management increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 49% in Q1 2026, buying an estimated $147K and bringing the position to 20,494 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #864.

Perigon Wealth Management first reported a position in LGOV in Q3 2024 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Perigon Wealth Management held 20,494 shares of First Trust Long Duration Opportunities ETF worth $442K as of Q1 2026.
  • Perigon Wealth Management bought 6,699 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $147K.
  • First Trust Long Duration Opportunities ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #864 holding.
  • Perigon Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q3 2024 and has held it in 7 quarters since.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.