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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return