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Capital Analysts LLC’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Capital Analysts LLC’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 		$176K Sell
8,459
-4,636
-35% -$97.6K ﹤0.01% 666
2025
Q4 		$278K Sell
13,095
-22
-0.2% -$468 0.01% 550
2025
Q3 		$278K Buy
13,117
+245
+2% +$5.16K 0.01% 536
2025
Q2 		$270K Sell
12,872
-431
-3% -$8.89K 0.01% 488
2025
Q1 		$276K Buy
13,303
+269
+2% +$5.54K 0.01% 470
2024
Q4 		$267K Buy
13,034
+843
+7% +$17.6K 0.01% 436
2024
Q3 		$261K Sell
12,191
-11
-0.1% -$231 0.01% 428
2024
Q2 		$249K Buy
+12,202
New +$248K 0.01% 427

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 $563M AUM 21.72% 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

Capital Analysts LLC's FIIG Position: Q1 2026 in Review

Capital Analysts LLC reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 35% in Q1 2026, selling an estimated $97.6K and leaving 8,459 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Capital Analysts LLC first reported a position in FIIG in Q2 2024 and has held it in 8 quarters since. The position peaked at $278K in Q4 2025. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

  • Capital Analysts LLC held 8,459 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $176K as of Q1 2026.
  • Capital Analysts LLC sold 4,636 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $97.6K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #666 holding.
  • Capital Analysts LLC first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q2 2024 and has held it in 8 quarters since.
  • Capital Analysts LLC's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $278K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.