Commonwealth Financial Services’s First Trust Intermediate Government Opportunities ETF MGOV Stock Holding History

Commonwealth Financial Services’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
2025 Q4	–	Sell	-1,032,853	Closed	-$21.1M	–	245
2025 Q3	$21.1M	Buy	1,032,853 +8,674	+0.8%	+$176K	3.62%	6
2025 Q2	$20.6M	Sell	1,024,179 -31,278	-3%	-$625K	3.97%	5
2025 Q1	$21.4M	Buy	1,055,457 +11,032	+1%	+$221K	4.38%	4
2024 Q4	$20.7M	Sell	1,044,425 -9,408	-0.9%	-$190K	4.06%	5
2024 Q3	$22.1M	Buy	+1,053,833	New	+$21.7M	4.36%	5

Other funds holding MGOV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Commonwealth Financial Services's MGOV Position: Q4 2025 in Review

Commonwealth Financial Services sold out of First Trust Intermediate Government Opportunities ETF (MGOV) in Q4 2025, closing a stake of 1,032,853 shares — an estimated $21.1M sold.

Commonwealth Financial Services first reported a position in MGOV in Q3 2024 and held it in 5 quarters. The position peaked at $22.1M in Q3 2024. 29 funds tracked by Wall St. Rank hold MGOV as of Q4 2025.

Commonwealth Financial Services reported no remaining First Trust Intermediate Government Opportunities ETF position as of Q4 2025 after selling out during the quarter.
Commonwealth Financial Services sold 1,032,853 First Trust Intermediate Government Opportunities ETF shares in Q4 2025, an estimated $21.1M.
Commonwealth Financial Services first reported a position in First Trust Intermediate Government Opportunities ETF in Q3 2024 and held it in 5 quarters.
Commonwealth Financial Services's First Trust Intermediate Government Opportunities ETF position peaked at $22.1M in Q3 2024.
29 funds tracked by Wall St. Rank held First Trust Intermediate Government Opportunities ETF as of Q4 2025.

Based on Commonwealth Financial Services's 13F filing for Q4 2025, filed 6 Feb 2026.