UBS Group
LGOV icon

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

UBS Group’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
Q3 		– Sell
-216
Closed -$4.63K – 10650
2025
Q2 		$4.63K Buy
216
+63
+41% +$1.34K ﹤0.01% 9253
2025
Q1 		$3.29K Sell
153
-6,235
-98% -$132K ﹤0.01% 9231
2024
Q4 		$133K Buy
+6,388
New +$137K ﹤0.01% 6694
2024
Q1 		– Sell
-1,209
Closed -$26.8K – 9719
2023
Q4 		$26.8K Buy
+1,209
New +$25K ﹤0.01% 6921
2023
Q1 		– Sell
-798
Closed -$17.5K – 10013
2022
Q4 		$17.5K Buy
+798
New +$17.6K ﹤0.01% 7832
2022
Q3 		– Sell
-362
Closed -$9K – 10663
2022
Q2 		$9K Sell
362
-138
-28% -$3.34K ﹤0.01% 8145
2022
Q1 		$13K Buy
500
+212
+74% +$5.66K ﹤0.01% 8057
2021
Q4 		$8K Sell
288
-201
-41% -$5.57K ﹤0.01% 9041
2021
Q3 		$13K Buy
489
+141
+41% +$3.96K ﹤0.01% 7667
2021
Q2 		$10K Sell
348
-580
-63% -$15.9K ﹤0.01% 8046
2021
Q1 		$25K Buy
928
+753
+430% +$21K ﹤0.01% 7173
2020
Q4 		$5K Sell
175
-2
-1% -$58 ﹤0.01% 7831
2020
Q3 		$5K Buy
177
+77
+77% +$2.3K ﹤0.01% 7308
2020
Q2 		$3K Sell
100
-4,054
-98% -$119K ﹤0.01% 7544
2020
Q1 		$120K Buy
4,154
+3,221
+345% +$91.2K ﹤0.01% 5127
2019
Q4 		$25K Buy
+933
New +$25.8K ﹤0.01% 6750

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

UBS Group's LGOV Position: Q3 2025 in Review

UBS Group sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q3 2025, closing a stake of 216 shares — an estimated $4.63K sold.

UBS Group first reported a position in LGOV in Q4 2019 and held it in 16 quarters. The position peaked at $133K in Q4 2024. 125 funds tracked by Wall St. Rank hold LGOV as of Q3 2025.

  • UBS Group reported no remaining First Trust Long Duration Opportunities ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 216 First Trust Long Duration Opportunities ETF shares in Q3 2025, an estimated $4.63K.
  • UBS Group first reported a position in First Trust Long Duration Opportunities ETF in Q4 2019 and held it in 16 quarters.
  • UBS Group's First Trust Long Duration Opportunities ETF position peaked at $133K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.