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Security Financial Services’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Security Financial Services’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
Q2 		– Sell
-12,831
Closed -$274K – 186
2024
Q1 		$274K Buy
12,831
+661
+5% +$14.2K 0.06% 153
2023
Q4 		$269K Sell
12,170
-1,460
-11% -$30.1K 0.07% 143
2023
Q3 		$276K Buy
+13,630
New +$292K 0.08% 132

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return

Security Financial Services's LGOV Position: Q2 2024 in Review

Security Financial Services sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q2 2024, closing a stake of 12,831 shares — an estimated $274K sold.

Security Financial Services first reported a position in LGOV in Q3 2023 and held it in 3 quarters. The position peaked at $276K in Q3 2023. 111 funds tracked by Wall St. Rank hold LGOV as of Q2 2024.

  • Security Financial Services reported no remaining First Trust Long Duration Opportunities ETF position as of Q2 2024 after selling out during the quarter.
  • Security Financial Services sold 12,831 First Trust Long Duration Opportunities ETF shares in Q2 2024, an estimated $274K.
  • Security Financial Services first reported a position in First Trust Long Duration Opportunities ETF in Q3 2023 and held it in 3 quarters.
  • Security Financial Services's First Trust Long Duration Opportunities ETF position peaked at $276K in Q3 2023.
  • 111 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2024.

Based on Security Financial Services's 13F filing for Q2 2024, filed 23 Jul 2024.