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B. Riley Wealth Advisors’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

B. Riley Wealth Advisors’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
2024
Q3 		– Sell
-11,175
Closed -$228K – 1316
2024
Q2 		$228K Buy
+11,175
New +$227K 0.01% 1159

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
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $2.07M AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

B. Riley Wealth Advisors's FIIG Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q3 2024, closing a stake of 11,175 shares — an estimated $228K sold.

B. Riley Wealth Advisors first reported a position in FIIG in Q2 2024 and held it in 1 quarter. The position peaked at $228K in Q2 2024. 83 funds tracked by Wall St. Rank hold FIIG as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining First Trust Intermediate Duration Investment Grade Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,175 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q3 2024, an estimated $228K.
  • B. Riley Wealth Advisors first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q2 2024 and held it in 1 quarter.
  • B. Riley Wealth Advisors's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $228K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.