SWM
LGOV icon

Spire Wealth Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Spire Wealth 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
2026
Q2 		$386K Buy
18,018
+299
+2% +$6.42K 0.01% 610
2026
Q1 		$382K Buy
17,719
+1,624
+10% +$35.6K 0.01% 608
2025
Q4 		$351K Buy
16,095
+77
+0.5% +$1.69K 0.01% 637
2025
Q3 		$348K Sell
16,018
-2,616
-14% -$56.2K 0.01% 627
2025
Q2 		$399K Sell
18,634
-7,340
-28% -$156K 0.01% 562
2025
Q1 		$558K Sell
25,974
-260
-1% -$5.49K 0.02% 538
2024
Q4 		$547K Buy
26,234
+2,255
+9% +$48.3K 0.02% 529
2024
Q3 		$537K Sell
23,979
-4,228
-15% -$93K 0.02% 501
2024
Q2 		$593K Buy
+28,207
New +$587K 0.02% 455
2022
Q1 		– Sell
-3,800
Closed -$105K – 2721
2021
Q4 		$105K Buy
+3,800
New +$105K ﹤0.01% 1382
2021
Q3 		– Sell
-94,699
Closed -$2.64M – 2620
2021
Q2 		$2.64M Sell
94,699
-15,185
-14% -$415K 0.07% 242
2021
Q1 		$2.95M Buy
+109,884
New +$3.06M 0.08% 216

Other funds holding LGOV

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM

Spire Wealth Management's LGOV Position: Q2 2026 in Review

Spire Wealth Management increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 1.7% in Q2 2026, buying an estimated $6.42K and bringing the position to 18,018 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #610.

Spire Wealth Management first reported a position in LGOV in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.95M in Q1 2021. 17 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Spire Wealth Management held 18,018 shares of First Trust Long Duration Opportunities ETF worth $386K as of Q2 2026.
  • Spire Wealth Management bought 299 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $6.42K.
  • First Trust Long Duration Opportunities ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #610 holding.
  • Spire Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q1 2021 and has held it in 12 quarters since.
  • Spire Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $2.95M in Q1 2021.
  • 17 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.