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

Capital A 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
2025
Q1 		– Sell
-14
Closed -$286 – 776
2024
Q4 		$286 Buy
+14
New +$292 ﹤0.01% 708

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $2.07M AUM
Kestra Advisory Services
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

Capital A Wealth Management's FIIG Position: Q1 2025 in Review

Capital A Wealth Management sold out of First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q1 2025, closing a stake of 14 shares — an estimated $286 sold.

Capital A Wealth Management first reported a position in FIIG in Q4 2024 and held it in 1 quarter. The position peaked at $286 in Q4 2024. 105 funds tracked by Wall St. Rank hold FIIG as of Q1 2025.

  • Capital A Wealth Management reported no remaining First Trust Intermediate Duration Investment Grade Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 14 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2025, an estimated $286.
  • Capital A Wealth Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $286 in Q4 2024.
  • 105 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.