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Walkner Condon Financial Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Walkner Condon Financial 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
2026
Q1 		$18.1M Sell
840,755
-1,557
-0.2% -$34.1K 2.39% 9
2025
Q4 		$18.4M Buy
842,312
+164,934
+24% +$3.63M 2.55% 7
2025
Q3 		$14.7M Buy
677,378
+139,332
+26% +$2.99M 2.33% 9
2025
Q2 		$11.5M Sell
538,046
-50,405
-9% -$1.07M 2.12% 11
2025
Q1 		$12.7M Buy
588,451
+195,938
+50% +$4.14M 2.56% 8
2024
Q4 		$8.18M Buy
392,513
+15,596
+4% +$334K 1.66% 12
2024
Q3 		$8.44M Sell
376,917
-17,854
-5% -$393K 1.72% 11
2024
Q2 		$8.3M Buy
394,771
+4,407
+1% +$91.8K 1.79% 11
2024
Q1 		$8.35M Sell
390,364
-25,568
-6% -$549K 1.77% 11
2023
Q4 		$9.2M Buy
415,932
+405,493
+3,884% +$8.37M 2.1% 11
2023
Q3 		$212K Buy
+10,439
New +$224K 0.06% 230

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CAG
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GWM
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Raymond James Financial
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SIM
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SI
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return