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

BAM 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 		$914K Buy
44,128
+13,675
+45% +$284K 0.57% 45
2026
Q1 		$632K Buy
30,453
+10,178
+50% +$214K 0.47% 64
2025
Q4 		$430K Buy
+20,275
New +$431K 0.31% 81

Other funds holding FIIG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
SI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

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

BAM Wealth Management increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 45% in Q2 2026, buying an estimated $284K and bringing the position to 44,128 shares worth $914K. The position accounts for 0.57% of the portfolio, ranked #45.

BAM Wealth Management first reported a position in FIIG in Q4 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

  • BAM Wealth Management held 44,128 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $914K as of Q2 2026.
  • BAM Wealth Management bought 13,675 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $284K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.57% of BAM Wealth Management's portfolio in Q2 2026, its #45 holding.
  • BAM Wealth Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.