Orion Portfolio Solutions »

First Tr Exchange Traded Fd lng dur oprtun shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of First Tr Exchange Traded Fd lng dur oprtun (LGOV) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in First Tr Exchange Traded Fd lng dur oprtun

May 2024Jul 2024Sep 2024Nov 2024Jan 20251.8M2M2.2M2.4M2.6M80k90k100k110k120k
Value ($)Share countHistorical LGOV position of Orion Portfolio Solutions Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd lng dur oprtun held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange Traded Fd lng dur oprtun by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.5M 121k 20.84
2024-09-30 $2.6M 115k 22.40
2024-03-31 $1.7M 79k 21.38

More positions owned by Orion Portfolio Solutions

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Anthem (ELV)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Fiserv (FI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Air Products & Chemicals (APD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds Value Etf (VTV)

View all positions for Orion Portfolio Solutions

Top funds holding First Tr Exchange Traded Fd lng dur oprtun

LPL Financial
Raymond James Financial
Morgan Stanley
Envestnet Asset Management
Atria Wealth Solutions
Cambridge Investment Research Advisors
GDS Wealth Management
Royal Bank of Canada
HighTower Advisors
Raymond James & Associates
Financial Enhancement
Marshall Financial Group
Csenge Advisory Group
Stephens
Advisor Group Holdings

View all funds holding First Tr Exchange Traded Fd lng dur oprtun