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

Tidemark’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 		$7.5M Sell
350,699
-249,769
-42% -$5.37M 1.69% 19
2026
Q1 		$13M Buy
600,468
+34,342
+6% +$752K 3.29% 10
2025
Q4 		$12.4M Buy
+566,126
New +$12.4M 3.51% 8

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
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
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

Tidemark's LGOV Position: Q2 2026 in Review

Tidemark reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 42% in Q2 2026, selling an estimated $5.37M and leaving 350,699 shares worth $7.5M. The position accounts for 1.69% of the portfolio, ranked #19.

Tidemark first reported a position in LGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $13M in Q1 2026. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Tidemark held 350,699 shares of First Trust Long Duration Opportunities ETF worth $7.5M as of Q2 2026.
  • Tidemark sold 249,769 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $5.37M.
  • First Trust Long Duration Opportunities ETF made up 1.69% of Tidemark's portfolio in Q2 2026, its #19 holding.
  • Tidemark first reported a position in First Trust Long Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Tidemark's First Trust Long Duration Opportunities ETF position peaked at $13M in Q1 2026.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.