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 Q3	$1.31M	Buy	66,718 +2,288	+4%	+$46.5K	0.01%	981
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

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

TAM

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

BWM

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Atria Investments's FIIG Position: Q3 2026 in Review

Atria Investments increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 3.6% in Q3 2026, buying an estimated $46.5K and bringing the position to 66,718 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #981.

Atria Investments first reported a position in FIIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.88M in Q1 2024. 17 funds tracked by Wall St. Rank hold FIIG as of Q3 2026.

Atria Investments held 66,718 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $1.31M as of Q3 2026.
Atria Investments bought 2,288 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q3 2026, an estimated $46.5K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of Atria Investments's portfolio in Q3 2026, its #981 holding.
Atria Investments first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2023 and has held it in 12 quarters since.
Atria Investments's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $1.88M in Q1 2024.
17 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.