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

VitalStone 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
2024
Q3 		$362K Buy
+17,338
New +$357K 0.25% 80

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
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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

VitalStone Financial's MGOV Position: Q3 2024 in Review

VitalStone Financial opened a new position in First Trust Intermediate Government Opportunities ETF (MGOV) in Q3 2024: 17,338 shares worth $362K. The stake represents 0.25% of the portfolio and ranks #80 among its holdings.

18 funds tracked by Wall St. Rank hold MGOV as of Q3 2024.

  • VitalStone Financial held 17,338 shares of First Trust Intermediate Government Opportunities ETF worth $362K as of Q3 2024.
  • First Trust Intermediate Government Opportunities ETF was a new VitalStone Financial position in Q3 2024.
  • First Trust Intermediate Government Opportunities ETF made up 0.25% of VitalStone Financial's portfolio in Q3 2024, its #80 holding.
  • 18 funds tracked by Wall St. Rank held First Trust Intermediate Government Opportunities ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.