UBS Group’s First Trust Intermediate Government Opportunities ETF MGOV Stock Holding History

UBS Group’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 Q4	–	Sell	-99	Closed	-$2.03K	–	10922
2025 Q3	$2.03K	Sell	99 -5,394	-98%	-$109K	﹤0.01%	9235
2025 Q2	$111K	Buy	+5,493	New	+$110K	﹤0.01%	7155
2025 Q1	–	Sell	-124	Closed	-$2.46K	–	10532
2024 Q4	$2.46K	Sell	124 -539	-81%	-$10.9K	﹤0.01%	9047
2024 Q3	$13.8K	Buy	+663	New	+$13.7K	﹤0.01%	7567
2023 Q4	–	Sell	-127	Closed	-$2.46K	–	9666
2023 Q3	$2.46K	Buy	+127	New	+$2.52K	﹤0.01%	7698

Other funds holding MGOV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $7.33B AUM 16.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UBS Group's MGOV Position: Q4 2025 in Review

UBS Group sold out of First Trust Intermediate Government Opportunities ETF (MGOV) in Q4 2025, closing a stake of 99 shares — an estimated $2.03K sold.

UBS Group first reported a position in MGOV in Q3 2023 and held it in 5 quarters. The position peaked at $111K in Q2 2025. 29 funds tracked by Wall St. Rank hold MGOV as of Q4 2025.

UBS Group reported no remaining First Trust Intermediate Government Opportunities ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 99 First Trust Intermediate Government Opportunities ETF shares in Q4 2025, an estimated $2.03K.
UBS Group first reported a position in First Trust Intermediate Government Opportunities ETF in Q3 2023 and held it in 5 quarters.
UBS Group's First Trust Intermediate Government Opportunities ETF position peaked at $111K in Q2 2025.
29 funds tracked by Wall St. Rank held First Trust Intermediate Government Opportunities ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.