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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
Q2 		– Sell
-175
Closed -$3.77K – 1956
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 $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 40.89% 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

Root Financial Partners's LGOV Position: Q2 2026 in Review

Root Financial Partners sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q2 2026, closing a stake of 175 shares — an estimated $3.77K sold.

Root Financial Partners first reported a position in LGOV in Q3 2025 and held it in 3 quarters. The position peaked at $3.82K in Q4 2025. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Root Financial Partners reported no remaining First Trust Long Duration Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 175 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $3.77K.
  • Root Financial Partners first reported a position in First Trust Long Duration Opportunities ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's First Trust Long Duration Opportunities ETF position peaked at $3.82K in Q4 2025.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.