FTCM
MOFG

First Trust Capital Management’s MidWestOne Financial Group MOFG Stock Holding History

First Trust Capital Management’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
-25,886
Closed -$997K – 198
2025
Q4 		$997K Buy
+25,886
New +$944K 0.06% 144

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 Capital Management's MOFG Position: Q1 2026 in Review

First Trust Capital Management sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 25,886 shares — an estimated $997K sold.

First Trust Capital Management first reported a position in MOFG in Q4 2025 and held it in 1 quarter. The position peaked at $997K in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • First Trust Capital Management reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • First Trust Capital Management sold 25,886 MidWestOne Financial Group shares in Q1 2026, an estimated $997K.
  • First Trust Capital Management first reported a position in MidWestOne Financial Group in Q4 2025 and held it in 1 quarter.
  • First Trust Capital Management's MidWestOne Financial Group position peaked at $997K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on First Trust Capital Management's 13F filing for Q1 2026, filed 14 May 2026.