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

Atria Wealth Solutions’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
2025
Q2 		$254K Sell
12,084
-53,221
-81% -$1.1M 0.01% 1249
2025
Q1 		$1.36M Sell
65,305
-2,292
-3% -$47.2K 0.02% 775
2024
Q4 		$1.38M Sell
67,597
-25,767
-28% -$538K 0.02% 794
2024
Q3 		$2M Buy
93,364
+37,788
+68% +$795K 0.02% 636
2024
Q2 		$1.14M Buy
55,576
+9,057
+19% +$184K 0.01% 839
2024
Q1 		$957K Buy
+46,519
New +$958K 0.01% 927

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Wealth Solutions's FIIG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 81% in Q2 2025, selling an estimated $1.1M and leaving 12,084 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #1249.

Atria Wealth Solutions first reported a position in FIIG in Q1 2024 and has held it in 6 quarters since. The position peaked at $2M in Q3 2024. 113 funds tracked by Wall St. Rank hold FIIG as of Q2 2025.

  • Atria Wealth Solutions held 12,084 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $254K as of Q2 2025.
  • Atria Wealth Solutions sold 53,221 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2025, an estimated $1.1M.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1249 holding.
  • Atria Wealth Solutions first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 6 quarters since.
  • Atria Wealth Solutions's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $2M in Q3 2024.
  • 113 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.