PVI
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Pine Valley Investments’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Pine Valley Investments’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 		$315K Buy
14,584
+3,874
+36% +$84.8K 0.01% 457
2025
Q4 		$234K Buy
10,710
+1,420
+15% +$31.2K 0.01% 501
2025
Q3 		$202K Buy
+9,290
New +$199K 0.01% 522

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

Pine Valley Investments's LGOV Position: Q1 2026 in Review

Pine Valley Investments increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 36% in Q1 2026, buying an estimated $84.8K and bringing the position to 14,584 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #457.

Pine Valley Investments first reported a position in LGOV in Q3 2025 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Pine Valley Investments held 14,584 shares of First Trust Long Duration Opportunities ETF worth $315K as of Q1 2026.
  • Pine Valley Investments bought 3,874 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $84.8K.
  • First Trust Long Duration Opportunities ETF made up 0.01% of Pine Valley Investments's portfolio in Q1 2026, its #457 holding.
  • Pine Valley Investments first reported a position in First Trust Long Duration Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Pine Valley Investments's 13F filing for Q1 2026, filed 8 Jun 2026.