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

Truist Financial’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	$1.28M	Sell	59,183 -14,146	-19%	-$310K	﹤0.01%	1581
2025 Q4	$1.6M	Buy	73,329 +8,680	+13%	+$191K	﹤0.01%	1421
2025 Q3	$1.41M	Buy	64,649 +17,523	+37%	+$376K	﹤0.01%	1521
2025 Q2	$1.01M	Sell	47,126 -4,007	-8%	-$85K	﹤0.01%	1592
2025 Q1	$1.1M	Buy	51,133 +4,526	+10%	+$95.6K	﹤0.01%	1476
2024 Q4	$971K	Sell	46,607 -20,542	-31%	-$440K	﹤0.01%	1565
2024 Q3	$1.5M	Buy	67,149 +13,676	+26%	+$301K	﹤0.01%	1355
2024 Q2	$1.12M	Sell	53,473 -810	-1%	-$16.9K	﹤0.01%	1546
2024 Q1	$1.16M	Buy	54,283 +632	+1%	+$13.6K	﹤0.01%	1535
2023 Q4	$1.19M	Buy	53,651 +10,553	+24%	+$218K	﹤0.01%	1512
2023 Q3	$874K	Sell	43,098 -95,450	-69%	-$2.05M	﹤0.01%	1628
2023 Q2	$3.08M	Buy	+138,548	New	+$3.13M	0.01%	1046

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

Truist Financial's LGOV Position: Q1 2026 in Review

Truist Financial reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 19% in Q1 2026, selling an estimated $310K and leaving 59,183 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Truist Financial first reported a position in LGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.08M in Q2 2023. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

Truist Financial held 59,183 shares of First Trust Long Duration Opportunities ETF worth $1.28M as of Q1 2026.
Truist Financial sold 14,146 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $310K.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1581 holding.
Truist Financial first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and has held it in 12 quarters since.
Truist Financial's First Trust Long Duration Opportunities ETF position peaked at $3.08M in Q2 2023.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.