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

Sigma Planning Corp’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
2025 Q4	–	Sell	-31,864	Closed	-$693K	–	1353
2025 Q3	$693K	Sell	31,864 -27,269	-46%	-$585K	0.02%	679
2025 Q2	$1.27M	Buy	59,133 +555	+0.9%	+$11.8K	0.04%	427
2025 Q1	$1.26M	Sell	58,578 -27,018	-32%	-$571K	0.04%	408
2024 Q4	$1.78M	Sell	85,596 -122,077	-59%	-$2.61M	0.06%	313
2024 Q3	$4.65M	Buy	207,673 +72,090	+53%	+$1.58M	0.14%	143
2024 Q2	$2.85M	Buy	135,583 +23,428	+21%	+$488K	0.09%	218
2024 Q1	$2.4M	Buy	112,155 +72,366	+182%	+$1.55M	0.08%	261
2023 Q4	$881K	Sell	39,789 -24,731	-38%	-$510K	0.07%	293
2023 Q3	$1.31M	Sell	64,520 -73,097	-53%	-$1.57M	0.05%	377
2023 Q2	$3.06M	Buy	+137,617	New	+$3.11M	0.11%	195

Other funds holding LGOV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Sigma Planning Corp's LGOV Position: Q4 2025 in Review

Sigma Planning Corp sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q4 2025, closing a stake of 31,864 shares — an estimated $693K sold.

Sigma Planning Corp first reported a position in LGOV in Q2 2023 and held it in 10 quarters. The position peaked at $4.65M in Q3 2024. 138 funds tracked by Wall St. Rank hold LGOV as of Q4 2025.

Sigma Planning Corp reported no remaining First Trust Long Duration Opportunities ETF position as of Q4 2025 after selling out during the quarter.
Sigma Planning Corp sold 31,864 First Trust Long Duration Opportunities ETF shares in Q4 2025, an estimated $693K.
Sigma Planning Corp first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and held it in 10 quarters.
Sigma Planning Corp's First Trust Long Duration Opportunities ETF position peaked at $4.65M in Q3 2024.
138 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.