LPL Financial
MGOV icon

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

LPL Financial’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 		$13.4M Buy
660,423
+454,259
+220% +$9.33M ﹤0.01% 1764
2025
Q4 		$4.22M Buy
206,164
+10,547
+5% +$217K ﹤0.01% 2683
2025
Q3 		$4M Buy
195,617
+165,995
+560% +$3.36M ﹤0.01% 2669
2025
Q2 		$597K Buy
+29,622
New +$592K ﹤0.01% 4228

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

LPL Financial's MGOV Position: Q1 2026 in Review

LPL Financial increased its First Trust Intermediate Government Opportunities ETF (MGOV) stake by 220% in Q1 2026, buying an estimated $9.33M and bringing the position to 660,423 shares worth $13.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

LPL Financial first reported a position in MGOV in Q2 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold MGOV as of Q1 2026.

  • LPL Financial held 660,423 shares of First Trust Intermediate Government Opportunities ETF worth $13.4M as of Q1 2026.
  • LPL Financial bought 454,259 First Trust Intermediate Government Opportunities ETF shares in Q1 2026, an estimated $9.33M.
  • First Trust Intermediate Government Opportunities ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1764 holding.
  • LPL Financial first reported a position in First Trust Intermediate Government Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held First Trust Intermediate Government Opportunities ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.