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Sound Income Strategies’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Sound Income Strategies’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 		– Sell
-5,782
Closed -$125K – 1557
2026
Q1 		$125K Sell
5,782
-409
-7% -$8.96K 0.01% 535
2025
Q4 		$135K Buy
+6,191
New +$136K 0.01% 509

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Sound Income Strategies's LGOV Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q2 2026, closing a stake of 5,782 shares — an estimated $125K sold.

Sound Income Strategies first reported a position in LGOV in Q4 2025 and held it in 2 quarters. The position peaked at $135K in Q4 2025. 119 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Sound Income Strategies reported no remaining First Trust Long Duration Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 5,782 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $125K.
  • Sound Income Strategies first reported a position in First Trust Long Duration Opportunities ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's First Trust Long Duration Opportunities ETF position peaked at $135K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.