AE Wealth Management
MGOV icon

AE Wealth Management’s First Trust Intermediate Government Opportunities ETF MGOV Stock Holding History

AE Wealth Management’s Portfolio MGOV Stock Details MGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.94K Buy
344
+4
+1% +$81 ﹤0.01% 2435
2026
Q1 		$6.9K Sell
340
-21,267
-98% -$437K ﹤0.01% 2332
2025
Q4 		$442K Sell
21,607
-1,813
-8% -$37.3K ﹤0.01% 1117
2025
Q3 		$479K Buy
+23,420
New +$474K ﹤0.01% 994

Other funds holding MGOV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

AE Wealth Management's MGOV Position: Q2 2026 in Review

AE Wealth Management increased its First Trust Intermediate Government Opportunities ETF (MGOV) stake by 1.2% in Q2 2026, buying an estimated $81 and bringing the position to 344 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2435.

AE Wealth Management first reported a position in MGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $479K in Q3 2025. 33 funds tracked by Wall St. Rank hold MGOV as of Q2 2026.

  • AE Wealth Management held 344 shares of First Trust Intermediate Government Opportunities ETF worth $6.94K as of Q2 2026.
  • AE Wealth Management bought 4 First Trust Intermediate Government Opportunities ETF shares in Q2 2026, an estimated $81.
  • First Trust Intermediate Government Opportunities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2435 holding.
  • AE Wealth Management first reported a position in First Trust Intermediate Government Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • AE Wealth Management's First Trust Intermediate Government Opportunities ETF position peaked at $479K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held First Trust Intermediate Government Opportunities ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.