Holistic Financial Partners First Tr ETF Iv Long Duration Transaction History

Holistic Financial Partners

$237 Million
Q3 2025

A detailed history of Holistic Financial Partners transactions in First Tr ETF Iv Long Duration stock. As of the latest transaction made, Holistic Financial Partners holds 145,272 shares of LGOV stock, worth $3.18 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

145,272

Previous 151,759 4.27%

Holding current value

$3.18 Million

Previous $3.25 Million 2.8%

% of portfolio

1.34%

Previous 1.47%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$20.98 - $22.03 $136,097 - $142,908	-6,487 Reduced 4.27%	145,272 $3.16 Million
Q2 2025 Aug 05, 2025	SELL	$20.73 - $21.92 $1.31 Million - $1.39 Million	-63,228 Reduced 29.41%	151,759 $3.25 Million
Q1 2025 May 06, 2025	SELL	$20.41 - $21.7 $415,486 - $441,746	-20,357 Reduced 8.65%	214,987 $4.62 Million
Q4 2024 Feb 04, 2025	SELL	$20.75 - $22.49 $350,509 - $379,901	-16,892 Reduced 6.7%	235,344 $4.9 Million
Q3 2024 Nov 07, 2024	BUY	$20.77 - $22.83 $156,792 - $172,343	7,549 Added 3.09%	252,236 $5.65 Million

Q2 2024 Jul 30, 2024	SELL	$20.17 - $21.44 $22,973 - $24,420	-1,139 Reduced 0.46%	244,687 $5.15 Million
Q1 2024 May 08, 2024	BUY	$21.06 - $22.13 $61,010 - $64,110	2,897 Added 1.19%	245,826 $5.26 Million
Q4 2023 Feb 12, 2024	SELL	$19.38 - $22.33 $193,625 - $223,099	-9,991 Reduced 3.95%	242,929 $5.38 Million
Q3 2023 Nov 08, 2023	BUY	$20.28 - $22.33 $5.13 Million - $5.65 Million	252,920 New	252,920 $5.13 Million

Others Institutions Holding LGOV

# of Institutions

132

Shares Held

27M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF IV LONG DURATION

Ticker LGOV
Sector ETFs
Industry ETFs

More about LGOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Financial Partners with notifications on news.

Account

Holistic Financial Partners First Tr ETF Iv Long Duration Transaction History