AWM
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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

AE Wealth Management's MGOV Position: Q1 2026 in Review

AE Wealth Management reduced its First Trust Intermediate Government Opportunities ETF (MGOV) stake by 98% in Q1 2026, selling an estimated $437K and leaving 340 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

AE Wealth Management first reported a position in MGOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $479K in Q3 2025. 32 funds tracked by Wall St. Rank hold MGOV as of Q1 2026.

  • AE Wealth Management held 340 shares of First Trust Intermediate Government Opportunities ETF worth $6.9K as of Q1 2026.
  • AE Wealth Management sold 21,267 First Trust Intermediate Government Opportunities ETF shares in Q1 2026, an estimated $437K.
  • First Trust Intermediate Government Opportunities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2332 holding.
  • AE Wealth Management first reported a position in First Trust Intermediate Government Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • AE Wealth Management's First Trust Intermediate Government Opportunities ETF position peaked at $479K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held First Trust Intermediate Government Opportunities ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.