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Concourse Financial Group Securities’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Concourse Financial Group Securities’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
-20,654
Closed -$423K – 713
2024
Q4 		$423K Buy
20,654
+1,129
+6% +$23.6K 0.02% 520
2024
Q3 		$418K Buy
19,525
+2,698
+16% +$56.8K 0.02% 502
2024
Q2 		$345K Buy
16,827
+1,745
+12% +$35.5K 0.02% 531
2024
Q1 		$310K Buy
+15,082
New +$311K 0.02% 552

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
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
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
KAS
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

Concourse Financial Group Securities's FIIG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q1 2025, closing a stake of 20,654 shares — an estimated $423K sold.

Concourse Financial Group Securities first reported a position in FIIG in Q1 2024 and held it in 4 quarters. The position peaked at $423K in Q4 2024. 105 funds tracked by Wall St. Rank hold FIIG as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining First Trust Intermediate Duration Investment Grade Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 20,654 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2025, an estimated $423K.
  • Concourse Financial Group Securities first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2024 and held it in 4 quarters.
  • Concourse Financial Group Securities's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $423K 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 Concourse Financial Group Securities's 13F filing for Q1 2025.