AE Wealth Management’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

AE Wealth Management’s Portfolio FIIG Stock Details FIIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.51M	Buy	72,893 +1,422	+2%	+$29.9K	0.01%	730
2025 Q4	$1.52M	Buy	71,471 +2,059	+3%	+$43.8K	0.01%	689
2025 Q3	$1.47M	Sell	69,412 -1,402	-2%	-$29.5K	0.01%	647
2025 Q2	$1.49M	Sell	70,814 -21,377	-23%	-$441K	0.01%	613
2025 Q1	$1.91M	Buy	92,191 +22,879	+33%	+$471K	0.02%	537
2024 Q4	$1.42M	Sell	69,312 -547	-0.8%	-$11.4K	0.01%	628
2024 Q3	$1.49M	Buy	69,859 +12,609	+22%	+$265K	0.01%	619
2024 Q2	$1.17M	Buy	57,250 +19,152	+50%	+$390K	0.01%	663
2024 Q1	$784K	Sell	38,098 -463,698	-92%	-$9.55M	0.01%	709
2023 Q4	$10.4M	Buy	501,796 +319,371	+175%	+$6.35M	0.05%	384
2023 Q3	$3.55M	Buy	+182,425	New	+$3.63M	0.02%	650

Other funds holding FIIG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AE Wealth Management's FIIG Position: Q1 2026 in Review

AE Wealth Management increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 2% in Q1 2026, buying an estimated $29.9K and bringing the position to 72,893 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #730.

AE Wealth Management first reported a position in FIIG in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.4M in Q4 2023. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

AE Wealth Management held 72,893 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $1.51M as of Q1 2026.
AE Wealth Management bought 1,422 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $29.9K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #730 holding.
AE Wealth Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q3 2023 and has held it in 11 quarters since.
AE Wealth Management's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $10.4M in Q4 2023.
126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.