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
Q2 		$344K Buy
16,086
+1,502
+10% +$32.3K 0.01% 470
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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
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
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pine Valley Investments's LGOV Position: Q2 2026 in Review

Pine Valley Investments increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 10% in Q2 2026, buying an estimated $32.3K and bringing the position to 16,086 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #470.

Pine Valley Investments first reported a position in LGOV in Q3 2025 and has held it in 4 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Pine Valley Investments held 16,086 shares of First Trust Long Duration Opportunities ETF worth $344K as of Q2 2026.
  • Pine Valley Investments bought 1,502 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $32.3K.
  • First Trust Long Duration Opportunities ETF made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #470 holding.
  • Pine Valley Investments first reported a position in First Trust Long Duration Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.