Sequent Planning’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Sequent Planning’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	$502K	Sell	23,456 -99,924	-81%	-$2.15M	0.11%	148
2026 Q1	$2.66M	Sell	123,380 -1,091	-0.9%	-$23.9K	0.64%	34
2025 Q4	$2.72M	Sell	124,471 -3,293	-3%	-$72.4K	0.69%	33
2025 Q3	$2.78M	Buy	127,764 +3,314	+3%	+$71.1K	0.79%	32
2025 Q2	$2.67M	Buy	124,450 +2,413	+2%	+$51.2K	0.84%	26
2025 Q1	$2.62M	Buy	122,037 +933	+0.8%	+$19.7K	0.94%	23
2024 Q4	$2.52M	Buy	121,104 +2,163	+2%	+$46.3K	0.93%	25
2024 Q3	$2.66M	Sell	118,941 -141	-0.1%	-$3.1K	0.92%	23
2024 Q2	$2.47M	Buy	119,082 +17,669	+17%	+$368K	0.85%	23
2024 Q1	$2.17M	Buy	+101,413	New	+$2.18M	0.78%	21

Other funds holding LGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sequent Planning's LGOV Position: Q2 2026 in Review

Sequent Planning reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 81% in Q2 2026, selling an estimated $2.15M and leaving 23,456 shares worth $502K. The position accounts for 0.11% of the portfolio, ranked #148.

Sequent Planning first reported a position in LGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.78M in Q3 2025. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Sequent Planning held 23,456 shares of First Trust Long Duration Opportunities ETF worth $502K as of Q2 2026.
Sequent Planning sold 99,924 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $2.15M.
First Trust Long Duration Opportunities ETF made up 0.11% of Sequent Planning's portfolio in Q2 2026, its #148 holding.
Sequent Planning first reported a position in First Trust Long Duration Opportunities ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's First Trust Long Duration Opportunities ETF position peaked at $2.78M in Q3 2025.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.