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

BlueChip 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
2026 Q1	$442K	Buy	21,289 +3,541	+20%	+$74.6K	0.19%	85
2025 Q4	$376K	Hold	17,748	–	–	0.16%	107
2025 Q3	$377K	Hold	17,748	–	–	0.16%	100
2025 Q2	$372K	Hold	17,748	–	–	0.17%	111
2025 Q1	$368K	Buy	+17,748	New	+$365K	0.18%	103

Other funds holding FIIG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

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

BlueChip Wealth Advisors's FIIG Position: Q1 2026 in Review

BlueChip Wealth Advisors increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 20% in Q1 2026, buying an estimated $74.6K and bringing the position to 21,289 shares worth $442K. The position accounts for 0.19% of the portfolio, ranked #85.

BlueChip Wealth Advisors first reported a position in FIIG in Q1 2025 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

BlueChip Wealth Advisors held 21,289 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $442K as of Q1 2026.
BlueChip Wealth Advisors bought 3,541 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $74.6K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.19% of BlueChip Wealth Advisors's portfolio in Q1 2026, its #85 holding.
BlueChip Wealth Advisors first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2025 and has held it in 5 quarters since.
126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.