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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
Q2 		$382K Sell
17,833
-733
-4% -$15.8K ﹤0.01% 1214
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 $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

Principal Securities's LGOV Position: Q2 2026 in Review

Principal Securities reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 3.9% in Q2 2026, selling an estimated $15.8K and leaving 17,833 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Principal Securities first reported a position in LGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $400K in Q1 2026. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Principal Securities held 17,833 shares of First Trust Long Duration Opportunities ETF worth $382K as of Q2 2026.
  • Principal Securities sold 733 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $15.8K.
  • First Trust Long Duration Opportunities ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1214 holding.
  • Principal Securities first reported a position in First Trust Long Duration Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's First Trust Long Duration Opportunities ETF position peaked at $400K in Q1 2026.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.