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Principal Securities’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Principal Securities’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 		$400K Buy
18,566
+2,018
+12% +$44.2K 0.01% 1075
2025
Q4 		$361K Buy
16,548
+466
+3% +$10.2K 0.01% 1057
2025
Q3 		$350K Sell
16,082
-506
-3% -$10.9K 0.01% 1059
2025
Q2 		$355K Sell
16,588
-217
-1% -$4.6K 0.01% 998
2025
Q1 		$350K Hold
16,805
– – 0.01% 911
2024
Q4 		$350K Buy
16,805
+1,099
+7% +$23.5K 0.01% 905
2024
Q3 		$352K Buy
15,706
+5,800
+59% +$128K 0.01% 876
2024
Q2 		$208K Buy
9,906
+8,370
+545% +$174K 0.01% 1025
2024
Q1 		$32.8K Buy
1,536
+1,315
+595% +$28.3K ﹤0.01% 1755
2023
Q4 		$4.89K Buy
+221
New +$4.56K ﹤0.01% 2539

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

Principal Securities's LGOV Position: Q1 2026 in Review

Principal Securities increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 12% in Q1 2026, buying an estimated $44.2K and bringing the position to 18,566 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #1075.

Principal Securities first reported a position in LGOV in Q4 2023 and has held it in 10 quarters since. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Principal Securities held 18,566 shares of First Trust Long Duration Opportunities ETF worth $400K as of Q1 2026.
  • Principal Securities bought 2,018 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $44.2K.
  • First Trust Long Duration Opportunities ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1075 holding.
  • Principal Securities first reported a position in First Trust Long Duration Opportunities ETF in Q4 2023 and has held it in 10 quarters since.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.