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 Q2	$1.33M	Buy	64,430 +5,502	+9%	+$114K	0.01%	963
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

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

Atria Investments's FIIG Position: Q2 2026 in Review

Atria Investments increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 9.3% in Q2 2026, buying an estimated $114K and bringing the position to 64,430 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #963.

Atria Investments first reported a position in FIIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.88M in Q1 2024. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Atria Investments held 64,430 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $1.33M as of Q2 2026.
Atria Investments bought 5,502 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $114K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #963 holding.
Atria Investments first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Atria Investments's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $1.88M in Q1 2024.
139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.