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Root Financial Partners’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Root Financial Partners’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 		$3.77K Hold
175
– – ﹤0.01% 2059
2025
Q4 		$3.82K Hold
175
– – ﹤0.01% 1850
2025
Q3 		$3.81K Buy
+175
New +$3.76K ﹤0.01% 1815

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 $759M AUM 18.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Root Financial Partners's LGOV Position: Q1 2026 in Review

Root Financial Partners held its First Trust Long Duration Opportunities ETF (LGOV) position steady in Q1 2026 at 175 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Root Financial Partners first reported a position in LGOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.82K in Q4 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Root Financial Partners held 175 shares of First Trust Long Duration Opportunities ETF worth $3.77K as of Q1 2026.
  • Root Financial Partners left its First Trust Long Duration Opportunities ETF share count unchanged in Q1 2026.
  • First Trust Long Duration Opportunities ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2059 holding.
  • Root Financial Partners first reported a position in First Trust Long Duration Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's First Trust Long Duration Opportunities ETF position peaked at $3.82K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.