Private Client Services’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Private Client Services’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
2025 Q3	–	Sell	-11,448	Closed	-$245K	–	209
2025 Q2	$245K	Sell	11,448 -221	-2%	-$4.69K	0.1%	176
2025 Q1	$251K	Buy	11,669 +327	+3%	+$6.91K	0.12%	156
2024 Q4	$236K	Buy	11,342 +2,227	+24%	+$47.7K	0.13%	158
2024 Q3	$204K	Buy	+9,115	New	+$200K	0.11%	166

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Private Client Services's LGOV Position: Q3 2025 in Review

Private Client Services sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q3 2025, closing a stake of 11,448 shares — an estimated $245K sold.

Private Client Services first reported a position in LGOV in Q3 2024 and held it in 4 quarters. The position peaked at $251K in Q1 2025. 125 funds tracked by Wall St. Rank hold LGOV as of Q3 2025.

Private Client Services reported no remaining First Trust Long Duration Opportunities ETF position as of Q3 2025 after selling out during the quarter.
Private Client Services sold 11,448 First Trust Long Duration Opportunities ETF shares in Q3 2025, an estimated $245K.
Private Client Services first reported a position in First Trust Long Duration Opportunities ETF in Q3 2024 and held it in 4 quarters.
Private Client Services's First Trust Long Duration Opportunities ETF position peaked at $251K in Q1 2025.
125 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2025.

Based on Private Client Services's 13F filing for Q3 2025, filed 14 Oct 2025.