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Benjamin F. Edwards & Company’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Benjamin F. Edwards & 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
2024
Q2 		$1.22M Buy
59,623
+24,741
+71% +$504K 0.02% 478
2024
Q1 		$718K Buy
34,882
+32,282
+1,242% +$665K 0.01% 587
2023
Q4 		$54K Hold
2,600
– – ﹤0.01% 1238
2023
Q3 		$51K Buy
+2,600
New +$51.7K ﹤0.01% 1070

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $2.07M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return

Benjamin F. Edwards & Company's FIIG Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 71% in Q2 2024, buying an estimated $504K and bringing the position to 59,623 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #478.

Benjamin F. Edwards & Company first reported a position in FIIG in Q3 2023 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold FIIG as of Q2 2024.

  • Benjamin F. Edwards & Company held 59,623 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $1.22M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 24,741 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2024, an estimated $504K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.02% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #478 holding.
  • Benjamin F. Edwards & Company first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q3 2023 and has held it in 4 quarters since.
  • 67 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.