Pinnacle Family Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Pinnacle Family Advisors’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	$662K	Buy	30,926 +1,340	+5%	+$28.8K	0.28%	63
2026 Q1	$638K	Sell	29,586 -785	-3%	-$17.2K	0.3%	53
2025 Q4	$663K	Sell	30,371 -563	-2%	-$12.4K	0.29%	61
2025 Q3	$673K	Sell	30,934 -35,946	-54%	-$772K	0.29%	55
2025 Q2	$1.43M	Buy	66,880 +672	+1%	+$14.3K	0.7%	32
2025 Q1	$1.42M	Buy	66,208 +3,451	+5%	+$72.9K	0.77%	35
2024 Q4	$1.31M	Buy	62,757 +2,894	+5%	+$62K	0.63%	38
2024 Q3	$1.34M	Sell	59,863 -812	-1%	-$17.9K	0.69%	39
2024 Q2	$1.28M	Buy	+60,675	New	+$1.26M	0.71%	31
2024 Q1	–	Sell	-12,482	Closed	-$276K	–	106
2023 Q4	$276K	Buy	12,482 +1,388	+13%	+$28.7K	0.16%	78
2023 Q3	$225K	Buy	+11,094	New	+$238K	0.13%	82

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

Pinnacle Family Advisors's LGOV Position: Q2 2026 in Review

Pinnacle Family Advisors increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 4.5% in Q2 2026, buying an estimated $28.8K and bringing the position to 30,926 shares worth $662K. The position accounts for 0.28% of the portfolio, ranked #63.

Pinnacle Family Advisors first reported a position in LGOV in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q2 2025. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Pinnacle Family Advisors held 30,926 shares of First Trust Long Duration Opportunities ETF worth $662K as of Q2 2026.
Pinnacle Family Advisors bought 1,340 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $28.8K.
First Trust Long Duration Opportunities ETF made up 0.28% of Pinnacle Family Advisors's portfolio in Q2 2026, its #63 holding.
Pinnacle Family Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q3 2023 and has held it in 11 quarters since.
Pinnacle Family Advisors's First Trust Long Duration Opportunities ETF position peaked at $1.43M in Q2 2025.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.