Atria Investments’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Atria Investments’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	$1.22M	Buy	58,928 +6,097	+12%	+$128K	0.01%	951
2025 Q4	$1.12M	Buy	52,831 +2,354	+5%	+$50K	0.01%	1006
2025 Q3	$1.07M	Buy	50,477 +2,100	+4%	+$44.3K	0.01%	1020
2025 Q2	$1.01M	Buy	48,377 +1,525	+3%	+$31.5K	0.01%	1027
2025 Q1	$972K	Buy	46,852 +2,948	+7%	+$60.7K	0.01%	1001
2024 Q4	$898K	Sell	43,904 -2,141	-5%	-$44.7K	0.01%	1033
2024 Q3	$984K	Buy	46,045 +16,474	+56%	+$347K	0.01%	978
2024 Q2	$604K	Sell	29,571 -61,687	-68%	-$1.26M	0.01%	1213
2024 Q1	$1.88M	Buy	91,258 +33,661	+58%	+$693K	0.03%	680
2023 Q4	$1.2M	Buy	+57,597	New	+$1.15M	0.02%	811

Other funds holding FIIG

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services

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

Cetera Investment Advisers

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

Envestnet Asset Management

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

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

Manchester Financial Westlake Village, California $521M AUM 18.99% 1-Year Est. Return

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

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