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Stratos Wealth Partners’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Stratos Wealth Partners’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
2024
Q4 		– Sell
-29,832
Closed -$668K – 1500
2024
Q3 		$668K Buy
+29,832
New +$656K 0.01% 825

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Envestnet Asset Management
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AWS
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Cambridge Investment Research Advisors
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GWM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Stratos Wealth Partners's LGOV Position: Q4 2024 in Review

Stratos Wealth Partners sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q4 2024, closing a stake of 29,832 shares — an estimated $668K sold.

Stratos Wealth Partners first reported a position in LGOV in Q3 2024 and held it in 1 quarter. The position peaked at $668K in Q3 2024. 128 funds tracked by Wall St. Rank hold LGOV as of Q4 2024.

  • Stratos Wealth Partners reported no remaining First Trust Long Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 29,832 First Trust Long Duration Opportunities ETF shares in Q4 2024, an estimated $668K.
  • Stratos Wealth Partners first reported a position in First Trust Long Duration Opportunities ETF in Q3 2024 and held it in 1 quarter.
  • Stratos Wealth Partners's First Trust Long Duration Opportunities ETF position peaked at $668K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.