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 Q3	$371K	Buy	18,944 +926	+5%	+$19.3K	0.01%	606
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Tidemark San Diego, California $460M AUM 11.19% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Spire Wealth Management's LGOV Position: Q3 2026 in Review

Spire Wealth Management increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 5.1% in Q3 2026, buying an estimated $19.3K and bringing the position to 18,944 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #606.

Spire Wealth Management first reported a position in LGOV in Q1 2021 and has held it in 13 quarters since. The position peaked at $2.95M in Q1 2021. 88 funds tracked by Wall St. Rank hold LGOV as of Q3 2026.

Spire Wealth Management held 18,944 shares of First Trust Long Duration Opportunities ETF worth $371K as of Q3 2026.
Spire Wealth Management bought 926 First Trust Long Duration Opportunities ETF shares in Q3 2026, an estimated $19.3K.
First Trust Long Duration Opportunities ETF made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #606 holding.
Spire Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q1 2021 and has held it in 13 quarters since.
Spire Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $2.95M in Q1 2021.
88 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.