AWM
FIIG icon

Avior Wealth Management’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Avior Wealth Management’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 		$2.69M Sell
130,123
-50,278
-28% -$1.04M 0.07% 215
2026
Q1 		$3.74M Buy
+180,401
New +$3.8M 0.11% 172

Other funds holding FIIG

MF
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
TBF
True Blue Financial Stevensville, Michigan $237M AUM
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Avior Wealth Management's FIIG Position: Q2 2026 in Review

Avior Wealth Management reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 28% in Q2 2026, selling an estimated $1.04M and leaving 130,123 shares worth $2.69M. The position accounts for 0.07% of the portfolio, ranked #215.

Avior Wealth Management first reported a position in FIIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.74M in Q1 2026. 18 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

  • Avior Wealth Management held 130,123 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $2.69M as of Q2 2026.
  • Avior Wealth Management sold 50,278 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $1.04M.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.07% of Avior Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Avior Wealth Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • Avior Wealth Management's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $3.74M in Q1 2026.
  • 18 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.