Stifel Financial
LGOV icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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

Stifel Financial's LGOV Position: Q1 2026 in Review

Stifel Financial reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 17% in Q1 2026, selling an estimated $53.9K and leaving 11,833 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #3286.

Stifel Financial first reported a position in LGOV in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.86M in Q3 2024. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Stifel Financial held 11,833 shares of First Trust Long Duration Opportunities ETF worth $255K as of Q1 2026.
  • Stifel Financial sold 2,463 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $53.9K.
  • First Trust Long Duration Opportunities ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3286 holding.
  • Stifel Financial first reported a position in First Trust Long Duration Opportunities ETF in Q2 2024 and has held it in 7 quarters since.
  • Stifel Financial's First Trust Long Duration Opportunities ETF position peaked at $4.86M in Q3 2024.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.