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First Trust Intermediate Government Opportunities ETF

29 hedge funds and large institutions have $79.2M invested in First Trust Intermediate Government Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 5

3% more capital invested

Capital invested by funds: $76.7M → $79.2M (+$2.49M)

1.76% less ownership

Funds ownership: 97.26%95.5% (-1.8%)

9% less funds holding

Funds holding: 3229 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
16
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.5M +$10.7M +520,131 +182%
Truist Financial
2
Truist Financial
North Carolina
$14.7M +$10.5M +508,778 +246%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.9M +$949K +46,146 +11%
KWM
4
Kingsview Wealth Management
Oregon
$8.84M +$2.66M +129,188 +43%
LPL Financial
5
LPL Financial
California
$4.22M +$217K +10,547 +5%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.89M +$3.2M +155,430 +450%
First Trust Advisors
7
First Trust Advisors
Illinois
$3.71M -$333K -16,171 -8%
HI
8
Harbour Investments
Wisconsin
$3.16M +$540K +26,234 +21%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.74M +$12.4K +603 +0.5%
IWC
10
Integrated Wealth Concepts
Massachusetts
$1.96M +$212K +10,297 +12%
IWA
11
Inspirion Wealth Advisors
Illinois
$1.33M -$1.23M -59,957 -48%
ATPW
12
Ashton Thomas Private Wealth
Arizona
$1.24M +$189K +9,202 +18%
IWM
13
Iams Wealth Management
Nebraska
$1.02M +$1.02M +49,786 New
NCM
14
Narwhal Capital Management
Georgia
$869K +$29.1K +1,417 +3%
PFS
15
Prospera Financial Services
Texas
$818K +$74.8K +3,639 +10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$738K +$741K +36,026 New
IA
17
IFP Advisors
Florida
$648K -$27.6K -1,344 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$471K +$297K +14,449 +169%
NA
19
NewEdge Advisors
Louisiana
$462K +$392K +19,084 +547%
AWM
20
AE Wealth Management
Kansas
$442K -$37.3K -1,813 -8%
HIS
21
Harvest Investment Services
Illinois
$374K +$38.7K +1,882 +11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$349K +$136K +6,607 +63%
ASN
23
Advisory Services Network
Georgia
$330K -$24.3K -1,181 -7%
BEI
24
Benjamin Edwards Inc
Missouri
$267K +$269K +13,062 New
KA
25
Kovack Advisors
Florida
$251K +$252K +12,250 New

MGOV Hedge Fund Activity: Q4 2025 in Review

29 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in First Trust Intermediate Government Opportunities ETF (MGOV) for Q4 2025, worth a combined $79.2M — up 3.2% from $76.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MGOV and 5 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 16 added.

The largest buyer was Envestnet Asset Management, adding an estimated $10.7M. The largest seller was Commonwealth Financial Services, exiting entirely with an estimated $21.1M sold.

  • 29 institutional investors held First Trust Intermediate Government Opportunities ETF (MGOV) as of Q4 2025, down from 32 in Q3 2025.
  • Funds reported $79.2M of First Trust Intermediate Government Opportunities ETF stock for Q4 2025, up 3.2% quarter-over-quarter.
  • 5 funds opened new First Trust Intermediate Government Opportunities ETF positions in Q4 2025 and 7 closed out, a net change of -2 holders.
  • The largest First Trust Intermediate Government Opportunities ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $10.7M added.
  • The largest First Trust Intermediate Government Opportunities ETF seller in Q4 2025 was Commonwealth Financial Services, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2025.