Number of Shares
313,481.00
Current Holdings Value*
$6.74 Mil
% of Portfolio
4.12%
Total Estimate Gain
$-18,808.86
% of Total Estimate Gain
-0.28%

Anderson Financial Strategies, LLC's First Trust Long Duration Opportunities ETF Holding Summary

As of 2025-03-31, Anderson Financial Strategies, LLC held 313,481.00 shares of First Trust Long Duration Opportunities ETF(LGOV), totaling $6.74 Mil. This investment constitutes 4.12% of their stock portfolio, and Anderson Financial Strategies, LLC now holds 0.96% of the outstanding First Trust Long Duration Opportunities ETF(LGOV) stock.

The initial trade took place in 2025Q1. And since then Anderson Financial Strategies, LLC has made 1 purchases of LGOV, at an average price of $21.12, for a total of 313,481.00 shares. Based on historical transaction data and LGOV's current price of $21.06, Anderson Financial Strategies, LLC's estimated gain on his LGOV holdings is $-18,808.86, reflecting a -0.28% gain to date.

Anderson Financial Strategies, LLC LGOV ($21.06) Holding Chart

Anderson Financial Strategies, LLC LGOV ($21.06) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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