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

Private Trust Company’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 		$94.8K Buy
4,428
+104
+2% +$2.23K 0.01% 1091
2026
Q1 		$93.3K Buy
4,324
+477
+12% +$10.4K 0.01% 1053
2025
Q4 		$84K Buy
3,847
+1,381
+56% +$30.4K 0.01% 1080
2025
Q3 		$53.6K Sell
2,466
-74
-3% -$1.59K ﹤0.01% 1240
2025
Q2 		$54.4K Sell
2,540
-682
-21% -$14.5K 0.01% 1184
2025
Q1 		$69.3K Sell
3,222
-72
-2% -$1.52K 0.01% 1061
2024
Q4 		$68.6K Buy
3,294
+967
+42% +$20.7K 0.01% 1058
2024
Q3 		$52.1K Hold
2,327
– – 0.01% 1124
2024
Q2 		$48.9K Hold
2,327
– – 0.01% 1125
2024
Q1 		$49.8K Sell
2,327
-149
-6% -$3.2K 0.01% 1109
2023
Q4 		$54.8K Hold
2,476
– – 0.01% 1027
2023
Q3 		$50.2K Buy
+2,476
New +$53.1K 0.01% 1017

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 40.91% 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

Private Trust Company's LGOV Position: Q2 2026 in Review

Private Trust Company increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 2.4% in Q2 2026, buying an estimated $2.23K and bringing the position to 4,428 shares worth $94.8K. The position accounts for 0.01% of the portfolio, ranked #1091.

Private Trust Company first reported a position in LGOV in Q3 2023 and has held it in 12 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Private Trust Company held 4,428 shares of First Trust Long Duration Opportunities ETF worth $94.8K as of Q2 2026.
  • Private Trust Company bought 104 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $2.23K.
  • First Trust Long Duration Opportunities ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1091 holding.
  • Private Trust Company first reported a position in First Trust Long Duration Opportunities ETF in Q3 2023 and has held it in 12 quarters since.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.