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Silver Oak Securities’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Silver Oak Securities’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
Q1 		– Sell
-40,080
Closed -$880K – 832
2025
Q4 		$880K Buy
40,080
+573
+1% +$12.6K 0.06% 320
2025
Q3 		$859K Buy
+39,507
New +$848K 0.06% 298

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Silver Oak Securities's LGOV Position: Q1 2026 in Review

Silver Oak Securities sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q1 2026, closing a stake of 40,080 shares — an estimated $880K sold.

Silver Oak Securities first reported a position in LGOV in Q3 2025 and held it in 2 quarters. The position peaked at $880K in Q4 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Silver Oak Securities reported no remaining First Trust Long Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Silver Oak Securities sold 40,080 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $880K.
  • Silver Oak Securities first reported a position in First Trust Long Duration Opportunities ETF in Q3 2025 and held it in 2 quarters.
  • Silver Oak Securities's First Trust Long Duration Opportunities ETF position peaked at $880K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.