Simplicity Solutions’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-210,862	Closed	-$6.13M	–	773
2020 Q4	$6.13M	Buy	210,862 +60,952	+41%	+$1.78M	0.09%	199
2020 Q3	$4.45M	Buy	149,910 +18,688	+14%	+$557K	0.08%	206
2020 Q2	$3.94M	Buy	131,222 +87,673	+201%	+$2.58M	0.08%	204
2020 Q1	$1.26M	Sell	43,549 -6,606	-13%	-$187K	0.04%	300
2019 Q4	$1.36M	Buy	50,155 +22,661	+82%	+$627K	0.04%	317
2019 Q3	$773K	Buy	+27,494	New	+$765K	0.03%	348

Other funds holding LGOV

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Simplicity Solutions's LGOV Position: Q1 2021 in Review

Simplicity Solutions sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q1 2021, closing a stake of 210,862 shares — an estimated $6.13M sold.

Simplicity Solutions first reported a position in LGOV in Q3 2019 and held it in 6 quarters. The position peaked at $6.13M in Q4 2020. 19 funds tracked by Wall St. Rank hold LGOV as of Q1 2021.

Simplicity Solutions reported no remaining First Trust Long Duration Opportunities ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 210,862 First Trust Long Duration Opportunities ETF shares in Q1 2021, an estimated $6.13M.
Simplicity Solutions first reported a position in First Trust Long Duration Opportunities ETF in Q3 2019 and held it in 6 quarters.
Simplicity Solutions's First Trust Long Duration Opportunities ETF position peaked at $6.13M in Q4 2020.
19 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.