PARK AVENUE SECURITIES LLC LGOV — FIRST TR EXCHANGE-TRADED FD

Ownership history in PARK AVENUE SECURITIES LLC  ·  10 quarters on record

AI Ownership Summary

PARK AVENUE SECURITIES LLC reported FIRST TR EXCHANGE-TRADED FD (LGOV) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows LGOV at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LGOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PARK AVENUE SECURITIES LLC's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LGOV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LGOV stock page PARK AVENUE SECURITIES LLC fund profile PARK AVENUE SECURITIES LLC full holdings
How PARK AVENUE SECURITIES LLC held LGOV — position size vs. price
% of Fund (quarterly)    LGOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 39,731 +18,609 +88.1% 0.01% $857 2026-04-07 $21.40
2025 Q4 ADDED — — — 21,122 +3,104 +17.2% 0.00% $461K 2026-01-05 $21.51
2025 Q3 ADDED — — — 18,018 +67 +0.4% 0.00% $392K 2025-10-23 $21.58
2025 Q2 REDUCED 58.8% +2.9% ❌ 17,951 -25,594 -58.8% 0.00% $385K 2025-07-14 $20.27
2025 Q1 REDUCED 7.1% +0.6% ❌ 43,545 -3,321 -7.1% 0.01% $936K 2025-04-14 $20.13
2024 Q4 REDUCED — — — 46,866 -1,201 -2.5% 0.01% $977K 2025-01-14 $19.25
2024 Q3 REDUCED — — — 48,067 -1,693 -3.4% 0.01% $1.1M 2024-10-03 $20.79
2024 Q2 ADDED — — — 49,760 +5,934 +13.5% 0.01% $1.0M 2024-07-09 $19.64
2024 Q1 ADDED — — — 43,826 +31,701 +261.5% 0.01% $937K 2024-04-10 $18.89
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LGOV

As of 2026 Q1 — sorted by position size

Anderson Financial Strategies, LLC 4.0% Park Square Financial Group, LLC 3.78% Tidemark, LLC 3.29% Comprehensive Wealth Management, LLC 2.81% Marshall Financial Group, LLC 3Y 2.4% Walkner Condon Financial Advisors LLC 3Y 2.39% Centennial Wealth Advisory LLC 3Y 2.06% GDS Wealth Management 3Y 1.41% Financial Enhancement Group LLC 3Y 7Y 1.35% Holistic Financial Partners 3Y 7Y 1.25%

FAQ About PARK AVENUE SECURITIES LLC and LGOV

These are the practical questions this page is built to answer before you even open the full history table.

How long has PARK AVENUE SECURITIES LLC reported owning LGOV?

PARK AVENUE SECURITIES LLC reported LGOV across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported LGOV position in PARK AVENUE SECURITIES LLC's portfolio?

The largest reported portfolio weight for LGOV was 0.01% in 2024 Q2.

What is the latest reported LGOV position on this page?

The most recent filing on this page is 2026 Q1, when PARK AVENUE SECURITIES LLC reported 39,731 shares, equal to 0.01% of portfolio, with an estimated market value of $857.

What does the chart on this LGOV ownership page compare?

The chart compares PARK AVENUE SECURITIES LLC's quarterly LGOV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PARK AVENUE SECURITIES LLC time their LGOV position?

Based on 13F filing dates vs. subsequent LGOV price moves, PARK AVENUE SECURITIES LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on LGOV relative to SPY over the holding period was -11.6%.

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