SIM
LGOV icon

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

Synergy 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
Q1 		$81.9K Buy
+3,797
New +$83.1K 0.03% 217
2025
Q2 		– Sell
-9,156
Closed -$197K – 364
2025
Q1 		$197K Buy
9,156
+795
+10% +$16.8K 0.08% 123
2024
Q4 		$174K Buy
+8,361
New +$179K 0.07% 131

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 $871M AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Synergy Investment Management's LGOV Position: Q1 2026 in Review

Synergy Investment Management opened a new position in First Trust Long Duration Opportunities ETF (LGOV) in Q1 2026: 3,797 shares worth $81.9K. The stake represents 0.03% of the portfolio and ranks #217 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in LGOV as recently as Q1 2025.

Synergy Investment Management first reported a position in LGOV in Q4 2024 and has held it in 3 quarters since. The position peaked at $197K in Q1 2025. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Synergy Investment Management held 3,797 shares of First Trust Long Duration Opportunities ETF worth $81.9K as of Q1 2026.
  • First Trust Long Duration Opportunities ETF was a new Synergy Investment Management position in Q1 2026.
  • First Trust Long Duration Opportunities ETF made up 0.03% of Synergy Investment Management's portfolio in Q1 2026, its #217 holding.
  • Synergy Investment Management first reported a position in First Trust Long Duration Opportunities ETF in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's First Trust Long Duration Opportunities ETF position peaked at $197K in Q1 2025.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.