AssetMark Inc’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

AssetMark Inc’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 Q3	$5.63M	Buy	286,620 +37,582	+15%	+$765K	0.01%	717
2026 Q2	$5.16M	Buy	249,038 +10,753	+5%	+$223K	0.01%	721
2026 Q1	$4.94M	Buy	238,285 +28,701	+14%	+$604K	0.01%	666
2025 Q4	$4.44M	Sell	209,584 -105	-0.1%	-$2.23K	0.01%	682
2025 Q3	$4.45M	Buy	209,689 +20,484	+11%	+$432K	0.01%	652
2025 Q2	$3.97M	Buy	189,205 +26,273	+16%	+$542K	0.01%	638
2025 Q1	$3.38M	Sell	162,932 -5,259	-3%	-$108K	0.01%	601
2024 Q4	$3.44M	Sell	168,191 -6,711	-4%	-$140K	0.01%	588
2024 Q3	$3.74M	Buy	174,902 +60,959	+53%	+$1.28M	0.01%	502
2024 Q2	$2.33M	Buy	+113,943	New	+$2.32M	0.01%	577

Other funds holding FIIG

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc's FIIG Position: Q3 2026 in Review

AssetMark Inc increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 15% in Q3 2026, buying an estimated $765K and bringing the position to 286,620 shares worth $5.63M. The position accounts for 0.01% of the portfolio, ranked #717.

AssetMark Inc first reported a position in FIIG in Q2 2024 and has held it in 10 quarters since. 60 funds tracked by Wall St. Rank hold FIIG as of Q3 2026.

AssetMark Inc held 286,620 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $5.63M as of Q3 2026.
AssetMark Inc bought 37,582 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q3 2026, an estimated $765K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #717 holding.
AssetMark Inc first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q2 2024 and has held it in 10 quarters since.
60 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.