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Oppenheimer & Co’s First Trust Intermediate Government Opportunities ETF MGOV Stock Holding History

Oppenheimer & Co’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
2024
Q4 		– Sell
-17,155
Closed -$358K – 1613
2024
Q3 		$358K Buy
+17,155
New +$353K 0.01% 1161

Other funds holding MGOV

CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Oppenheimer & Co's MGOV Position: Q4 2024 in Review

Oppenheimer & Co sold out of First Trust Intermediate Government Opportunities ETF (MGOV) in Q4 2024, closing a stake of 17,155 shares — an estimated $358K sold.

Oppenheimer & Co first reported a position in MGOV in Q3 2024 and held it in 1 quarter. The position peaked at $358K in Q3 2024. 21 funds tracked by Wall St. Rank hold MGOV as of Q4 2024.

  • Oppenheimer & Co reported no remaining First Trust Intermediate Government Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Oppenheimer & Co sold 17,155 First Trust Intermediate Government Opportunities ETF shares in Q4 2024, an estimated $358K.
  • Oppenheimer & Co first reported a position in First Trust Intermediate Government Opportunities ETF in Q3 2024 and held it in 1 quarter.
  • Oppenheimer & Co's First Trust Intermediate Government Opportunities ETF position peaked at $358K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held First Trust Intermediate Government Opportunities ETF as of Q4 2024.

Based on Oppenheimer & Co's 13F filing for Q4 2024, filed 5 Feb 2025.