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

Triad 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
2026 Q1	$303K	Buy	+14,056	New	+$308K	0.02%	393

Other funds holding LGOV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Triad Wealth Partners's LGOV Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in First Trust Long Duration Opportunities ETF (LGOV) in Q1 2026: 14,056 shares worth $303K. The stake represents 0.02% of the portfolio and ranks #393 among its holdings.

147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

Triad Wealth Partners held 14,056 shares of First Trust Long Duration Opportunities ETF worth $303K as of Q1 2026.
First Trust Long Duration Opportunities ETF was a new Triad Wealth Partners position in Q1 2026.
First Trust Long Duration Opportunities ETF made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #393 holding.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.