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Integrated Wealth Concepts’s First Trust Intermediate Government Opportunities ETF MGOV Stock Holding History

Integrated Wealth Concepts’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 		$2.27M Buy
112,197
+11,768
+12% +$238K 0.01% 784
2026
Q1 		$2.04M Buy
100,429
+4,643
+5% +$95.4K 0.02% 736
2025
Q4 		$1.96M Buy
95,786
+10,297
+12% +$212K 0.02% 535
2025
Q3 		$1.75M Buy
85,489
+963
+1% +$19.5K 0.02% 729
2025
Q2 		$1.7M Buy
84,526
+16,823
+25% +$336K 0.02% 671
2025
Q1 		$1.37M Buy
67,703
+44,039
+186% +$881K 0.02% 695
2024
Q4 		$469K Buy
+23,664
New +$478K 0.01% 1155

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 22.96% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 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 $170B AUM 46.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Integrated Wealth Concepts's MGOV Position: Q2 2026 in Review

Integrated Wealth Concepts increased its First Trust Intermediate Government Opportunities ETF (MGOV) stake by 12% in Q2 2026, buying an estimated $238K and bringing the position to 112,197 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #784.

Integrated Wealth Concepts first reported a position in MGOV in Q4 2024 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold MGOV as of Q2 2026.

  • Integrated Wealth Concepts held 112,197 shares of First Trust Intermediate Government Opportunities ETF worth $2.27M as of Q2 2026.
  • Integrated Wealth Concepts bought 11,768 First Trust Intermediate Government Opportunities ETF shares in Q2 2026, an estimated $238K.
  • First Trust Intermediate Government Opportunities ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #784 holding.
  • Integrated Wealth Concepts first reported a position in First Trust Intermediate Government Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
  • 33 funds tracked by Wall St. Rank held First Trust Intermediate Government Opportunities ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.