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

VitalStone 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
2024 Q3	$4.97K	Buy	+222	New	+$4.88K	﹤0.01%	312

Other funds holding LGOV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VitalStone Financial's LGOV Position: Q3 2024 in Review

VitalStone Financial opened a new position in First Trust Long Duration Opportunities ETF (LGOV) in Q3 2024: 222 shares worth $4.97K. The stake represents ﹤0.01% of the portfolio and ranks #312 among its holdings.

118 funds tracked by Wall St. Rank hold LGOV as of Q3 2024.

VitalStone Financial held 222 shares of First Trust Long Duration Opportunities ETF worth $4.97K as of Q3 2024.
First Trust Long Duration Opportunities ETF was a new VitalStone Financial position in Q3 2024.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #312 holding.
118 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.