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 Q2	$5.16M	Buy	249,038 +10,753	+5%	+$223K	0.01%	721
2026 Q1	$4.94M	Buy	238,285 +28,701	+14%	+$605K	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 $563M AUM 21.72% 1-Year Est. Return

TAM

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

M1FG

Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AssetMark Inc's FIIG Position: Q2 2026 in Review

AssetMark Inc increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 4.5% in Q2 2026, buying an estimated $223K and bringing the position to 249,038 shares worth $5.16M. The position accounts for 0.01% of the portfolio, ranked #721.

AssetMark Inc first reported a position in FIIG in Q2 2024 and has held it in 9 quarters since. 62 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

AssetMark Inc held 249,038 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $5.16M as of Q2 2026.
AssetMark Inc bought 10,753 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $223K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #721 holding.
AssetMark Inc first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q2 2024 and has held it in 9 quarters since.
62 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.