AWM
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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
Q2 		$1.46M Sell
70,656
-2,237
-3% -$46.5K 0.01% 772
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AE Wealth Management's FIIG Position: Q2 2026 in Review

AE Wealth Management reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 3.1% in Q2 2026, selling an estimated $46.5K and leaving 70,656 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #772.

AE Wealth Management first reported a position in FIIG in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.4M in Q4 2023. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

  • AE Wealth Management held 70,656 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $1.46M as of Q2 2026.
  • AE Wealth Management sold 2,237 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $46.5K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #772 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 12 quarters since.
  • AE Wealth Management's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $10.4M in Q4 2023.
  • 139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.