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

Western Wealth Management’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	$677K	Buy	31,366 +1,230	+4%	+$26.9K	0.03%	558
2025 Q4	$658K	Buy	30,136 +3,768	+14%	+$82.8K	0.03%	454
2025 Q3	$574K	Buy	26,368 +6,710	+34%	+$144K	0.03%	415
2025 Q2	$421K	Sell	19,658 -85,633	-81%	-$1.82M	0.03%	462
2025 Q1	$2.26M	Sell	105,291 -21,937	-17%	-$463K	0.15%	133
2024 Q4	$2.65M	Sell	127,228 -7,021	-5%	-$150K	0.17%	114
2024 Q3	$3.01M	Buy	134,249 +124,149	+1,229%	+$2.73M	0.17%	113
2024 Q2	$212K	Sell	10,100 -1,815	-15%	-$37.8K	0.02%	618
2024 Q1	$255K	Sell	11,915 -7,600	-39%	-$163K	0.02%	553
2023 Q4	$432K	Buy	+19,515	New	+$403K	0.03%	451

Other funds holding LGOV

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

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

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 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

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

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

Western Wealth Management increased its First Trust Long Duration Opportunities ETF (LGOV) stake by 4.1% in Q1 2026, buying an estimated $26.9K and bringing the position to 31,366 shares worth $677K. The position accounts for 0.03% of the portfolio, ranked #558.

Western Wealth Management first reported a position in LGOV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.01M in Q3 2024. 147 funds tracked by Wall St. Rank hold LGOV as of Q1 2026.

Western Wealth Management held 31,366 shares of First Trust Long Duration Opportunities ETF worth $677K as of Q1 2026.
Western Wealth Management bought 1,230 First Trust Long Duration Opportunities ETF shares in Q1 2026, an estimated $26.9K.
First Trust Long Duration Opportunities ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #558 holding.
Western Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q4 2023 and has held it in 10 quarters since.
Western Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $3.01M in Q3 2024.
147 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.