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Barrett & Company’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Barrett & Company’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
Q1 		$297K Buy
+14,332
New +$302K 0.1% 118

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $521M AUM 18.99% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Barrett & Company's FIIG Position: Q1 2026 in Review

Barrett & Company opened a new position in First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q1 2026: 14,332 shares worth $297K. The stake represents 0.1% of the portfolio and ranks #118 among its holdings.

126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

  • Barrett & Company held 14,332 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $297K as of Q1 2026.
  • First Trust Intermediate Duration Investment Grade Corporate ETF was a new Barrett & Company position in Q1 2026.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.1% of Barrett & Company's portfolio in Q1 2026, its #118 holding.
  • 126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.