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Wealth Management Associates’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Wealth Management Associates’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 		$219K Hold
10,165
– – 0.08% 220
2025
Q4 		$222K Hold
10,165
– – 0.08% 212
2025
Q3 		$221K Hold
10,165
– – 0.08% 212
2025
Q2 		$218K Sell
10,165
-765
-7% -$16.2K 0.08% 202
2025
Q1 		$235K Buy
10,930
+5
+0% +$106 0.1% 183
2024
Q4 		$228K Sell
10,925
-3,260
-23% -$69.8K 0.1% 186
2024
Q3 		$318K Buy
+14,185
New +$312K 0.14% 144

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Management Associates's LGOV Position: Q1 2026 in Review

Wealth Management Associates held its First Trust Long Duration Opportunities ETF (LGOV) position steady in Q1 2026 at 10,165 shares worth $219K. The position accounts for 0.08% of the portfolio, ranked #220.

Wealth Management Associates first reported a position in LGOV in Q3 2024 and has held it in 7 quarters since. The position peaked at $318K in Q3 2024. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

  • Wealth Management Associates held 10,165 shares of First Trust Long Duration Opportunities ETF worth $219K as of Q1 2026.
  • Wealth Management Associates left its First Trust Long Duration Opportunities ETF share count unchanged in Q1 2026.
  • First Trust Long Duration Opportunities ETF made up 0.08% of Wealth Management Associates's portfolio in Q1 2026, its #220 holding.
  • Wealth Management Associates first reported a position in First Trust Long Duration Opportunities ETF in Q3 2024 and has held it in 7 quarters since.
  • Wealth Management Associates's First Trust Long Duration Opportunities ETF position peaked at $318K in Q3 2024.
  • 147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.