Tucker Asset Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Tucker Asset 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
2025 Q4	$109K	Sell	5,016 -2,228	-31%	-$49K	0.03%	180
2025 Q3	$158K	Sell	7,244 -1,837	-20%	-$39.4K	0.05%	132
2025 Q2	$195K	Buy	9,081 +3,801	+72%	+$80.6K	0.06%	109
2025 Q1	$114K	Buy	5,280 +569	+12%	+$12K	0.04%	131
2024 Q4	$98.2K	Buy	4,711 +2,581	+121%	+$55.3K	0.01%	243
2024 Q3	$47.7K	Sell	2,130 -1,876	-47%	-$41.2K	0.01%	344
2024 Q2	$84.2K	Buy	4,006 +3,218	+408%	+$67K	0.02%	295
2024 Q1	$16.8K	Buy	788 +103	+15%	+$2.21K	﹤0.01%	716
2023 Q4	$15.2K	Sell	685 -808	-54%	-$16.7K	﹤0.01%	604
2023 Q3	$30.3K	Buy	1,493 +124	+9%	+$2.66K	0.01%	420
2023 Q2	$30.5K	Buy	+1,369	New	+$30.9K	0.01%	336

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Tucker Asset Management's LGOV Position: Q4 2025 in Review

Tucker Asset Management reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 31% in Q4 2025, selling an estimated $49K and leaving 5,016 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #180.

Tucker Asset Management first reported a position in LGOV in Q2 2023 and has held it in 11 quarters since. The position peaked at $195K in Q2 2025. 138 funds tracked by Wall St. Rank hold LGOV as of Q4 2025.

Tucker Asset Management held 5,016 shares of First Trust Long Duration Opportunities ETF worth $109K as of Q4 2025.
Tucker Asset Management sold 2,228 First Trust Long Duration Opportunities ETF shares in Q4 2025, an estimated $49K.
First Trust Long Duration Opportunities ETF made up 0.03% of Tucker Asset Management's portfolio in Q4 2025, its #180 holding.
Tucker Asset Management first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and has held it in 11 quarters since.
Tucker Asset Management's First Trust Long Duration Opportunities ETF position peaked at $195K in Q2 2025.
138 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.