Stifel Financial’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Stifel Financial’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	$260K	Buy	12,140 +307	+3%	+$6.6K	﹤0.01%	3363
2026 Q1	$255K	Sell	11,833 -2,463	-17%	-$53.9K	﹤0.01%	3286
2025 Q4	$312K	Buy	+14,296	New	+$314K	﹤0.01%	3128
2025 Q3	–	Sell	-12,413	Closed	-$266K	–	3598
2025 Q2	$266K	Buy	12,413 +85	+0.7%	+$1.8K	﹤0.01%	3114
2025 Q1	$265K	Sell	12,328 -31,934	-72%	-$674K	﹤0.01%	3047
2024 Q4	$922K	Sell	44,262 -172,899	-80%	-$3.7M	﹤0.01%	2299
2024 Q3	$4.86M	Buy	217,161 +177,485	+447%	+$3.9M	0.01%	1226
2024 Q2	$834K	Buy	+39,676	New	+$826K	﹤0.01%	2291

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 40.89% 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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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

Stifel Financial's LGOV Position: Q2 2026 in Review

Stifel Financial increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 2.6% in Q2 2026, buying an estimated $6.6K and bringing the position to 12,140 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #3363.

Stifel Financial first reported a position in LGOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.86M in Q3 2024. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Stifel Financial held 12,140 shares of First Trust Long Duration Opportunities ETF worth $260K as of Q2 2026.
Stifel Financial bought 307 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $6.6K.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3363 holding.
Stifel Financial first reported a position in First Trust Long Duration Opportunities ETF in Q2 2024 and has held it in 8 quarters since.
Stifel Financial's First Trust Long Duration Opportunities ETF position peaked at $4.86M in Q3 2024.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.