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VestGen Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

VestGen Advisors’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
Q2 		– Sell
-507,026
Closed -$10.9M – 596
2025
Q1 		$10.9M Buy
+507,026
New +$10.7M 0.5% 43

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VestGen Advisors's LGOV Position: Q2 2025 in Review

VestGen Advisors sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q2 2025, closing a stake of 507,026 shares — an estimated $10.9M sold.

VestGen Advisors first reported a position in LGOV in Q1 2025 and held it in 1 quarter. The position peaked at $10.9M in Q1 2025. 135 funds tracked by Wall St. Rank hold LGOV as of Q2 2025.

  • VestGen Advisors reported no remaining First Trust Long Duration Opportunities ETF position as of Q2 2025 after selling out during the quarter.
  • VestGen Advisors sold 507,026 First Trust Long Duration Opportunities ETF shares in Q2 2025, an estimated $10.9M.
  • VestGen Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q1 2025 and held it in 1 quarter.
  • VestGen Advisors's First Trust Long Duration Opportunities ETF position peaked at $10.9M in Q1 2025.
  • 135 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2025.

Based on VestGen Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.