TS Financial Group (TSFG)’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

TS Financial Group (TSFG)’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	$4.17M	Sell	195,116 -69,319	-26%	-$1.49M	0.53%	45
2026 Q1	$5.7M	Buy	264,435 +4,722	+2%	+$103K	0.87%	33
2025 Q4	$5.67M	Buy	259,713 +74,227	+40%	+$1.63M	0.85%	33
2025 Q3	$4.03M	Buy	185,486 +7,842	+4%	+$168K	0.64%	38
2025 Q2	$3.81M	Buy	+177,644	New	+$3.77M	0.69%	40

Other funds holding LGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TS Financial Group (TSFG)'s LGOV Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 26% in Q2 2026, selling an estimated $1.49M and leaving 195,116 shares worth $4.17M. The position accounts for 0.53% of the portfolio, ranked #45.

TS Financial Group (TSFG) first reported a position in LGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.7M in Q1 2026. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

TS Financial Group (TSFG) held 195,116 shares of First Trust Long Duration Opportunities ETF worth $4.17M as of Q2 2026.
TS Financial Group (TSFG) sold 69,319 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $1.49M.
First Trust Long Duration Opportunities ETF made up 0.53% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #45 holding.
TS Financial Group (TSFG) first reported a position in First Trust Long Duration Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
TS Financial Group (TSFG)'s First Trust Long Duration Opportunities ETF position peaked at $5.7M in Q1 2026.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.