Fortress Wealth Group, LLC First Tr ETF Iv Long Duration Transaction History

Fortress Wealth Group, LLC

$203 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$20.75 - $22.49 $7.76 Million - $8.41 Million	373,883 New	373,883 $7.79 Million

Others Institutions Holding LGOV

# of Institutions

138

Shares Held

26.8M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$59.9 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.71M
Shares

$37.7 Million
0.01% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

1.58M
Shares

$34.9 Million
29.44% of portfolio
Royal Bank Of Canada Toronto, A6

1.2M
Shares

$26.6 Million
0.0% of portfolio
Morgan Stanley New York, NY

1.12M
Shares

$24.8 Million
0.0% of portfolio

About FIRST TR ETF IV LONG DURATION

Ticker LGOV
Sector ETFs
Industry ETFs

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