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Stratos Investment Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Stratos Investment 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
Q2 		$21.8M Buy
1,018,281
+82,078
+9% +$1.76M 0.79% 34
2026
Q1 		$20.2M Buy
936,203
+179,593
+24% +$3.93M 0.81% 32
2025
Q4 		$16.5M Buy
756,610
+21,404
+3% +$471K 0.66% 39
2025
Q3 		$16M Buy
+735,206
New +$15.8M 0.66% 40
2025
Q1 		– Sell
-118,957
Closed -$2.48M – 330
2024
Q4 		$2.48M Buy
+118,957
New +$2.55M 0.15% 91

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
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

Stratos Investment Management's LGOV Position: Q2 2026 in Review

Stratos Investment Management increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 8.8% in Q2 2026, buying an estimated $1.76M and bringing the position to 1,018,281 shares worth $21.8M. The position accounts for 0.79% of the portfolio, ranked #34.

Stratos Investment Management first reported a position in LGOV in Q4 2024 and has held it in 5 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Stratos Investment Management held 1,018,281 shares of First Trust Long Duration Opportunities ETF worth $21.8M as of Q2 2026.
  • Stratos Investment Management bought 82,078 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $1.76M.
  • First Trust Long Duration Opportunities ETF made up 0.79% of Stratos Investment Management's portfolio in Q2 2026, its #34 holding.
  • Stratos Investment Management first reported a position in First Trust Long Duration Opportunities ETF in Q4 2024 and has held it in 5 quarters since.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.