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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
Q2 		$20.1M Buy
937,471
+96,716
+12% +$2.08M 2.3% 9
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

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
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
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Walkner Condon Financial Advisors's LGOV Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 12% in Q2 2026, buying an estimated $2.08M and bringing the position to 937,471 shares worth $20.1M. The position accounts for 2.3% of the portfolio, ranked #9.

Walkner Condon Financial Advisors first reported a position in LGOV in Q3 2023 and has held it in 12 quarters since. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Walkner Condon Financial Advisors held 937,471 shares of First Trust Long Duration Opportunities ETF worth $20.1M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 96,716 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $2.08M.
  • First Trust Long Duration Opportunities ETF made up 2.3% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Walkner Condon Financial Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q3 2023 and has held it in 12 quarters since.
  • 156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.