Osaic Holdings’s First Trust Intermediate Government Opportunities ETF MGOV Stock Holding History

Osaic Holdings’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	$2.08M	Buy	102,849 +26,712	+35%	+$540K	﹤0.01%	2272
2026 Q1	$1.54M	Buy	76,137 +53,137	+231%	+$1.09M	﹤0.01%	2294
2025 Q4	$471K	Buy	23,000 +14,449	+169%	+$297K	﹤0.01%	3388
2025 Q3	$174K	Buy	8,551 +763	+10%	+$15.4K	﹤0.01%	4344
2025 Q2	$157K	Buy	7,788 +2,119	+37%	+$42.4K	﹤0.01%	4135
2025 Q1	$115K	Buy	5,669 +3,249	+134%	+$65K	﹤0.01%	4074
2024 Q4	$48K	Hold	2,420	–	–	﹤0.01%	4733
2024 Q3	$50.5K	Hold	2,420	–	–	﹤0.01%	4742
2024 Q2	$48.4K	Buy	+2,420	New	+$48.2K	﹤0.01%	4701

Other funds holding MGOV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Osaic Holdings's MGOV Position: Q2 2026 in Review

Osaic Holdings increased its First Trust Intermediate Government Opportunities ETF (MGOV) stake by 35% in Q2 2026, buying an estimated $540K and bringing the position to 102,849 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Osaic Holdings first reported a position in MGOV in Q2 2024 and has held it in 9 quarters since. 33 funds tracked by Wall St. Rank hold MGOV as of Q2 2026.

Osaic Holdings held 102,849 shares of First Trust Intermediate Government Opportunities ETF worth $2.08M as of Q2 2026.
Osaic Holdings bought 26,712 First Trust Intermediate Government Opportunities ETF shares in Q2 2026, an estimated $540K.
First Trust Intermediate Government Opportunities ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2272 holding.
Osaic Holdings first reported a position in First Trust Intermediate Government Opportunities ETF in Q2 2024 and has held it in 9 quarters since.
33 funds tracked by Wall St. Rank held First Trust Intermediate Government Opportunities ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.