SignalPoint Asset Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

SignalPoint Asset Management’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 Q4	–	Sell	-45,058	Closed	-$1.01M	–	268
2024 Q3	$1.01M	Sell	45,058 -27,985	-38%	-$615K	0.24%	84
2024 Q2	$1.54M	Buy	+73,043	New	+$1.52M	0.41%	48

Other funds holding LGOV

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

SignalPoint Asset Management's LGOV Position: Q4 2024 in Review

SignalPoint Asset Management sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q4 2024, closing a stake of 45,058 shares — an estimated $1.01M sold.

SignalPoint Asset Management first reported a position in LGOV in Q2 2024 and held it in 2 quarters. The position peaked at $1.54M in Q2 2024. 128 funds tracked by Wall St. Rank hold LGOV as of Q4 2024.

SignalPoint Asset Management reported no remaining First Trust Long Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
SignalPoint Asset Management sold 45,058 First Trust Long Duration Opportunities ETF shares in Q4 2024, an estimated $1.01M.
SignalPoint Asset Management first reported a position in First Trust Long Duration Opportunities ETF in Q2 2024 and held it in 2 quarters.
SignalPoint Asset Management's First Trust Long Duration Opportunities ETF position peaked at $1.54M in Q2 2024.
128 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.