Rockefeller Capital Management
LGOV icon

Rockefeller Capital Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Rockefeller Capital Management’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 		$590K Buy
27,356
+556
+2% +$12.2K ﹤0.01% 1874
2025
Q4 		$585K Buy
26,800
+522
+2% +$11.5K ﹤0.01% 1816
2025
Q3 		$572K Buy
26,278
+736
+3% +$15.8K ﹤0.01% 1712
2025
Q2 		$547K Buy
25,542
+5,743
+29% +$122K ﹤0.01% 1530
2025
Q1 		$426K Buy
19,799
+6,783
+52% +$143K ﹤0.01% 1528
2024
Q4 		$271K Sell
13,016
-337
-3% -$7.21K ﹤0.01% 1609
2024
Q3 		$299K Buy
13,353
+410
+3% +$9.01K ﹤0.01% 1543
2024
Q2 		$272K Buy
12,943
+416
+3% +$8.66K ﹤0.01% 1569
2024
Q1 		$268K Buy
12,527
+181
+1% +$3.89K ﹤0.01% 1618
2023
Q4 		$273K Buy
+12,346
New +$255K ﹤0.01% 1479
2023
Q3 		– Sell
-10,862
Closed -$242K – 1679
2023
Q2 		$242K Buy
10,862
+396
+4% +$8.95K ﹤0.01% 1590
2023
Q1 		$238K Buy
10,466
+215
+2% +$4.84K ﹤0.01% 1718
2022
Q4 		$224K Sell
10,251
-7,127
-41% -$158K ﹤0.01% 1609
2022
Q3 		$385K Sell
17,378
-2,214
-11% -$52.2K ﹤0.01% 1367
2022
Q2 		$466K Buy
19,592
+18,812
+2,412% +$455K ﹤0.01% 1290
2022
Q1 		$20K Buy
780
+75
+11% +$2K ﹤0.01% 2721
2021
Q4 		$19K Sell
705
-23,383
-97% -$648K ﹤0.01% 2669
2021
Q3 		$664K Buy
24,088
+5,049
+27% +$142K ﹤0.01% 1161
2021
Q2 		$529K Sell
19,039
-369
-2% -$10.1K ﹤0.01% 1174
2021
Q1 		$521K Buy
19,408
+2,100
+12% +$58.4K ﹤0.01% 1004
2020
Q4 		$502K Buy
17,308
+3,998
+30% +$117K ﹤0.01% 911
2020
Q3 		$395K Buy
13,310
+6,650
+100% +$198K ﹤0.01% 844
2020
Q2 		$200K Buy
+6,660
New +$196K ﹤0.01% 951

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 $871M AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rockefeller Capital Management's LGOV Position: Q1 2026 in Review

Rockefeller Capital Management increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 2.1% in Q1 2026, buying an estimated $12.2K and bringing the position to 27,356 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Rockefeller Capital Management first reported a position in LGOV in Q2 2020 and has held it in 23 quarters since. The position peaked at $664K in Q3 2021. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Rockefeller Capital Management held 27,356 shares of First Trust Long Duration Opportunities ETF worth $590K as of Q1 2026.
  • Rockefeller Capital Management bought 556 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $12.2K.
  • First Trust Long Duration Opportunities ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1874 holding.
  • Rockefeller Capital Management first reported a position in First Trust Long Duration Opportunities ETF in Q2 2020 and has held it in 23 quarters since.
  • Rockefeller Capital Management's First Trust Long Duration Opportunities ETF position peaked at $664K in Q3 2021.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.