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 Q2	$175K	Sell	8,430 -29	-0.3%	-$602	﹤0.01%	720
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Capital Analysts LLC's FIIG Position: Q2 2026 in Review

Capital Analysts LLC reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 0.34% in Q2 2026, selling an estimated $602 and leaving 8,430 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Capital Analysts LLC first reported a position in FIIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $278K in Q4 2025. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Capital Analysts LLC held 8,430 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $175K as of Q2 2026.
Capital Analysts LLC sold 29 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $602.
First Trust Intermediate Duration Investment Grade Corporate ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #720 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 9 quarters since.
Capital Analysts LLC's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $278K in Q4 2025.
139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.