Wagner Wealth Management (South Carolina)’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Wagner Wealth Management (South Carolina)’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	$1.75K	Buy	82 +1	+1%	+$21	﹤0.01%	262
2026 Q1	$1.74K	Buy	81 +1	+1%	+$22	﹤0.01%	258
2025 Q4	$1.74K	Buy	80 +1	+1%	+$22	﹤0.01%	241
2025 Q3	$1.72K	Buy	79 +1	+1%	+$21	﹤0.01%	220
2025 Q2	$1.67K	Sell	78 -285	-79%	-$6.05K	﹤0.01%	226
2025 Q1	$7.81K	Buy	363 +38	+12%	+$803	﹤0.01%	197
2024 Q4	$6.77K	Buy	325 +38	+13%	+$814	﹤0.01%	198
2024 Q3	$6.43K	Buy	287 +15	+6%	+$330	﹤0.01%	191
2024 Q2	$5.72K	Buy	272 +182	+202%	+$3.79K	﹤0.01%	220
2024 Q1	$1.92K	Sell	90 -131	-59%	-$2.81K	﹤0.01%	232
2023 Q4	$4.9K	Buy	221 +4	+2%	+$83	﹤0.01%	209
2023 Q3	$4.4K	Buy	217 +77	+55%	+$1.65K	﹤0.01%	187
2023 Q2	$3.12K	Buy	+140	New	+$3.16K	﹤0.01%	200

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 40.91% 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

Wagner Wealth Management (South Carolina)'s LGOV Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 1.2% in Q2 2026, buying an estimated $21 and bringing the position to 82 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Wagner Wealth Management (South Carolina) first reported a position in LGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.81K in Q1 2025. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Wagner Wealth Management (South Carolina) held 82 shares of First Trust Long Duration Opportunities ETF worth $1.75K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 1 First Trust Long Duration Opportunities ETF share in Q2 2026, an estimated $21.
First Trust Long Duration Opportunities ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #262 holding.
Wagner Wealth Management (South Carolina) first reported a position in First Trust Long Duration Opportunities ETF in Q2 2023 and has held it in 13 quarters since.
Wagner Wealth Management (South Carolina)'s First Trust Long Duration Opportunities ETF position peaked at $7.81K in Q1 2025.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.