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Sigma Planning Corp’s First Trust Intermediate Government Opportunities ETF MGOV Stock Holding History

Sigma Planning Corp’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
2025
Q3 		– Sell
-10,840
Closed -$218K – 1346
2025
Q2 		$218K Sell
10,840
-1,759
-14% -$35.2K 0.01% 1144
2025
Q1 		$255K Sell
12,599
-192,796
-94% -$3.86M 0.01% 1030
2024
Q4 		$4.07M Buy
205,395
+144,093
+235% +$2.91M 0.13% 165
2024
Q3 		$1.28M Buy
61,302
+4,207
+7% +$86.6K 0.04% 414
2024
Q2 		$1.14M Buy
57,095
+2,294
+4% +$45.7K 0.04% 439
2024
Q1 		$1.11M Buy
+54,801
New +$1.11M 0.03% 467

Other funds holding MGOV

CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Sigma Planning Corp's MGOV Position: Q3 2025 in Review

Sigma Planning Corp sold out of First Trust Intermediate Government Opportunities ETF (MGOV) in Q3 2025, closing a stake of 10,840 shares — an estimated $218K sold.

Sigma Planning Corp first reported a position in MGOV in Q1 2024 and held it in 6 quarters. The position peaked at $4.07M in Q4 2024. 32 funds tracked by Wall St. Rank hold MGOV as of Q3 2025.

  • Sigma Planning Corp reported no remaining First Trust Intermediate Government Opportunities ETF position as of Q3 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 10,840 First Trust Intermediate Government Opportunities ETF shares in Q3 2025, an estimated $218K.
  • Sigma Planning Corp first reported a position in First Trust Intermediate Government Opportunities ETF in Q1 2024 and held it in 6 quarters.
  • Sigma Planning Corp's First Trust Intermediate Government Opportunities ETF position peaked at $4.07M in Q4 2024.
  • 32 funds tracked by Wall St. Rank held First Trust Intermediate Government Opportunities ETF as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.