Anderson Financial Strategies, LLC LGOV — FIRST TR EXCHANGE-TRADED FD

Ownership history in Anderson Financial Strategies, LLC  ·  5 quarters on record

AI Ownership Summary

Anderson Financial Strategies, LLC reported FIRST TR EXCHANGE-TRADED FD (LGOV) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 4.26% in 2025 Q4. The latest visible filing shows LGOV at 4.00% 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.

What this LGOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Anderson Financial Strategies, 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 4.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.26% in 2025 Q4

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

Time in book
Holding Window
2025 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 Anderson Financial Strategies, LLC fund profile Anderson Financial Strategies, LLC full holdings
How Anderson Financial Strategies, 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 339,240 +3,443 +1.0% 4.00% $7.3M 2026-05-15 $20.86
2025 Q4 ADDED — — — 335,797 +11,702 +3.6% 4.26% $7.3M 2026-02-24 $21.89
2025 Q3 ADDED — — — 324,095 +30,200 +10.3% 4.17% $7.0M 2025-11-05 $21.16
2025 Q2 REDUCED 6.2% +2.9% ❌ 293,895 -19,586 -6.2% 4.03% $6.3M 2025-08-11 $20.52
2025 Q1 INITIATED — — — 313,481 — — 4.12% $6.7M 2025-05-28 $19.98

🏢 Other funds also holding LGOV

As of 2026 Q2 — sorted by position size

Midwest Financial Network, LLC 2.67% Holistic Financial Partners 3Y 7Y 1.48% Financial Enhancement Group LLC 3Y 7Y 1.26% Centennial Wealth Advisory LLC 3Y 1.21% Midwest Financial Group LLC 3Y 1.01% VAQUERO PRIVATE WEALTH, LTD 0.9% IFS Group,LLC 0.89% IAMS WEALTH MANAGEMENT, LLC 0.82% Marshall Financial Group, LLC 3Y 0.6% TCFG Investment Advisors, LLC 0.57%

FAQ About Anderson Financial Strategies, 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 Anderson Financial Strategies, LLC reported owning LGOV?

Anderson Financial Strategies, LLC reported LGOV across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported LGOV position in Anderson Financial Strategies, LLC's portfolio?

The largest reported portfolio weight for LGOV was 4.26% in 2025 Q4.

What is the latest reported LGOV position on this page?

The most recent filing on this page is 2026 Q1, when Anderson Financial Strategies, LLC reported 339,240 shares, equal to 4.00% of portfolio, with an estimated market value of $7.3M.

What does the chart on this LGOV ownership page compare?

The chart compares Anderson Financial Strategies, 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 Anderson Financial Strategies, LLC time their LGOV position?

Based on 13F filing dates vs. subsequent LGOV price moves, Anderson Financial Strategies, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on LGOV relative to SPY over the holding period was -18.5%.

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