Stephens Inc’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Stephens Inc’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	$18.7M	Buy	873,428 +2,716	+0.3%	+$58.4K	0.21%	110
2026 Q1	$18.8M	Buy	870,712 +199,341	+30%	+$4.36M	0.23%	103
2025 Q4	$14.7M	Buy	671,371 +19,229	+3%	+$423K	0.18%	119
2025 Q3	$14.2M	Buy	652,142 +13,998	+2%	+$300K	0.18%	125
2025 Q2	$13.7M	Sell	638,144 -46,869	-7%	-$994K	0.19%	125
2025 Q1	$14.7M	Buy	685,013 +27,195	+4%	+$574K	0.22%	117
2024 Q4	$13.7M	Sell	657,818 -71,966	-10%	-$1.54M	0.19%	118
2024 Q3	$16.3M	Buy	729,784 +127,913	+21%	+$2.81M	0.23%	108
2024 Q2	$12.7M	Sell	601,871 -16,235	-3%	-$338K	0.19%	126
2024 Q1	$13.2M	Buy	618,106 +32,098	+5%	+$690K	0.2%	125
2023 Q4	$13M	Buy	586,008 +20,548	+4%	+$424K	0.22%	110
2023 Q3	$11.5M	Buy	565,460 +270,774	+92%	+$5.8M	0.22%	109
2023 Q2	$6.56M	Buy	+294,686	New	+$6.66M	0.12%	190

Other funds holding LGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Stephens Inc's LGOV Position: Q2 2026 in Review

Stephens Inc increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 0.31% in Q2 2026, buying an estimated $58.4K and bringing the position to 873,428 shares worth $18.7M. The position accounts for 0.21% of the portfolio, ranked #110.

Stephens Inc first reported a position in LGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.8M in Q1 2026. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Stephens Inc held 873,428 shares of First Trust Long Duration Opportunities ETF worth $18.7M as of Q2 2026.
Stephens Inc bought 2,716 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $58.4K.
First Trust Long Duration Opportunities ETF made up 0.21% of Stephens Inc's portfolio in Q2 2026, its #110 holding.
Stephens Inc first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and has held it in 13 quarters since.
Stephens Inc's First Trust Long Duration Opportunities ETF position peaked at $18.8M in Q1 2026.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.