First Trust Advisors
MOFG

First Trust Advisors’s MidWestOne Financial Group MOFG Stock Holding History

First Trust Advisors’s Portfolio MOFG Stock Details MOFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,271
Closed -$318K – 2686
2025
Q4 		$318K Sell
8,271
-3,326
-29% -$121K ﹤0.01% 2439
2025
Q3 		$328K Sell
11,597
-63,770
-85% -$1.86M ﹤0.01% 2390
2025
Q2 		$2.17M Buy
75,367
+3,230
+4% +$91.2K ﹤0.01% 1780
2025
Q1 		$2.14M Sell
72,137
-906
-1% -$27.4K ﹤0.01% 1756
2024
Q4 		$2.13M Buy
73,043
+12,544
+21% +$384K ﹤0.01% 1781
2024
Q3 		$1.73M Buy
60,499
+14,696
+32% +$399K ﹤0.01% 1827
2024
Q2 		$1.03M Sell
45,803
-2,362
-5% -$50K ﹤0.01% 1941
2024
Q1 		$1.13M Buy
48,165
+804
+2% +$19.3K ﹤0.01% 1952
2023
Q4 		$1.27M Buy
47,361
+3,704
+8% +$82.2K ﹤0.01% 1908
2023
Q3 		$888K Buy
+43,657
New +$958K ﹤0.01% 1992
2023
Q2 		– Sell
-54,432
Closed -$1.33M – 2410
2023
Q1 		$1.33M Buy
54,432
+41,681
+327% +$1.23M ﹤0.01% 1866
2022
Q4 		$405K Buy
+12,751
New +$410K ﹤0.01% 2247
2022
Q3 		– Sell
-35,565
Closed -$1.06M – 2555
2022
Q2 		$1.06M Buy
35,565
+27,571
+345% +$834K ﹤0.01% 1964
2022
Q1 		$265K Sell
7,994
-38,761
-83% -$1.24M ﹤0.01% 2398
2021
Q4 		$1.51M Buy
46,755
+2,008
+4% +$64.2K ﹤0.01% 1901
2021
Q3 		$1.35M Sell
44,747
-5,035
-10% -$147K ﹤0.01% 1926
2021
Q2 		$1.43M Buy
49,782
+11,923
+31% +$366K ﹤0.01% 1942
2021
Q1 		$1.17M Buy
37,859
+16,813
+80% +$478K ﹤0.01% 1936
2020
Q4 		$516K Buy
21,046
+3,224
+18% +$73.6K ﹤0.01% 2105
2020
Q3 		$318K Sell
17,822
-18,788
-51% -$354K ﹤0.01% 2147
2020
Q2 		$732K Buy
36,610
+8,662
+31% +$167K ﹤0.01% 1875
2020
Q1 		$585K Sell
27,948
-5,143
-16% -$151K ﹤0.01% 1874
2019
Q4 		$1.2M Sell
33,091
-987
-3% -$33K ﹤0.01% 1812
2019
Q3 		$1.04M Buy
34,078
+2,707
+9% +$79.4K ﹤0.01% 1854
2019
Q2 		$877K Buy
31,371
+1,059
+3% +$30K ﹤0.01% 1911
2019
Q1 		$826K Sell
30,312
-2,167
-7% -$61.6K ﹤0.01% 1937
2018
Q4 		$806K Sell
32,479
-1,720
-5% -$50.4K ﹤0.01% 1939
2018
Q3 		$1.14M Sell
34,199
-20,616
-38% -$692K ﹤0.01% 1912
2018
Q2 		$1.85M Buy
54,815
+394
+0.7% +$13.1K ﹤0.01% 1661
2018
Q1 		$1.81M Buy
54,421
+4,670
+9% +$154K ﹤0.01% 1530
2017
Q4 		$1.67M Buy
49,751
+4,483
+10% +$158K ﹤0.01% 1622
2017
Q3 		$1.53M Buy
45,268
+19,513
+76% +$659K ﹤0.01% 1644
2017
Q2 		$873K Sell
25,755
-1,758
-6% -$61.1K ﹤0.01% 1895
2017
Q1 		$943K Sell
27,513
-499
-2% -$18K ﹤0.01% 1872
2016
Q4 		$1.05M Buy
+28,012
New +$933K ﹤0.01% 1792

Other funds holding MOFG

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

First Trust Advisors's MOFG Position: Q1 2026 in Review

First Trust Advisors sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 8,271 shares — an estimated $318K sold.

First Trust Advisors first reported a position in MOFG in Q4 2016 and held it in 35 quarters. The position peaked at $2.17M in Q2 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • First Trust Advisors reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • First Trust Advisors sold 8,271 MidWestOne Financial Group shares in Q1 2026, an estimated $318K.
  • First Trust Advisors first reported a position in MidWestOne Financial Group in Q4 2016 and held it in 35 quarters.
  • First Trust Advisors's MidWestOne Financial Group position peaked at $2.17M in Q2 2025.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.