Raymond James Financial Services Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Raymond James Financial Services 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
2024 Q3	$14.4M	Buy	642,387 +402,370	+168%	+$8.85M	0.02%	701
2024 Q2	$5.05M	Buy	240,017 +145,816	+155%	+$3.04M	0.01%	1163
2024 Q1	$2.01M	Sell	94,201 -188,747	-67%	-$4.06M	﹤0.01%	1637
2023 Q4	$6.26M	Buy	+282,948	New	+$5.84M	0.01%	965

Other funds holding LGOV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Raymond James Financial Services Advisors's LGOV Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 168% in Q3 2024, buying an estimated $8.85M and bringing the position to 642,387 shares worth $14.4M. The position accounts for 0.02% of the portfolio, ranked #701.

Raymond James Financial Services Advisors first reported a position in LGOV in Q4 2023 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold LGOV as of Q3 2024.

Raymond James Financial Services Advisors held 642,387 shares of First Trust Long Duration Opportunities ETF worth $14.4M as of Q3 2024.
Raymond James Financial Services Advisors bought 402,370 First Trust Long Duration Opportunities ETF shares in Q3 2024, an estimated $8.85M.
First Trust Long Duration Opportunities ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #701 holding.
Raymond James Financial Services Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q4 2023 and has held it in 4 quarters since.
118 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.