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 Q2	$564K	Sell	26,359 -5,007	-16%	-$108K	0.02%	635
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	0.14%	150
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 $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 40.89% 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

Western Wealth Management's LGOV Position: Q2 2026 in Review

Western Wealth Management reduced its First Trust Long Duration Opportunities ETF (LGOV) stake by 16% in Q2 2026, selling an estimated $108K and leaving 26,359 shares worth $564K. The position accounts for 0.02% of the portfolio, ranked #635.

Western Wealth Management first reported a position in LGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.01M in Q3 2024. 156 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

Western Wealth Management held 26,359 shares of First Trust Long Duration Opportunities ETF worth $564K as of Q2 2026.
Western Wealth Management sold 5,007 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $108K.
First Trust Long Duration Opportunities ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #635 holding.
Western Wealth Management first reported a position in First Trust Long Duration Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
Western Wealth Management's First Trust Long Duration Opportunities ETF position peaked at $3.01M in Q3 2024.
156 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.