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

Concurrent Investment 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 Q2	$1.16M	Buy	56,069 +19,791	+55%	+$411K	0.01%	938
2026 Q1	$753K	Sell	36,278 -634,588	-95%	-$13.4M	0.01%	1014
2025 Q4	$14.2M	Buy	670,866 +358,716	+115%	+$7.62M	0.16%	135
2025 Q3	$6.63M	Sell	312,150 -187,973	-38%	-$3.96M	0.11%	188
2025 Q2	$10.5M	Buy	500,123 +489,720	+4,707%	+$10.1M	0.2%	109
2025 Q1	$216K	Buy	+10,403	New	+$214K	0.01%	1092

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

Concurrent Investment Advisors's FIIG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 55% in Q2 2026, buying an estimated $411K and bringing the position to 56,069 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #938.

Concurrent Investment Advisors first reported a position in FIIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.2M in Q4 2025. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Concurrent Investment Advisors held 56,069 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $1.16M as of Q2 2026.
Concurrent Investment Advisors bought 19,791 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $411K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #938 holding.
Concurrent Investment Advisors first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Concurrent Investment Advisors's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $14.2M 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.