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Coppell Advisory Solutions’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Coppell Advisory Solutions’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 		$651K Buy
+48,727
New +$1.01M 0.05% 247
2026
Q1 		– Sell
-50,289
Closed -$1.07M – 126
2025
Q4 		$1.07M Buy
50,289
+1,770
+4% +$37.6K 0.11% 159
2025
Q3 		$1.03M Sell
48,519
-7,445
-13% -$157K 0.11% 169
2025
Q2 		$1.17M Buy
55,964
+6,161
+12% +$127K 0.14% 151
2025
Q1 		$1.03M Buy
+49,803
New +$1.03M 0.14% 142

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
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
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
SI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Coppell Advisory Solutions's FIIG Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q2 2026: 48,727 shares worth $651K. The stake represents 0.05% of the portfolio and ranks #247 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in FIIG as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in FIIG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q2 2025. 140 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

  • Coppell Advisory Solutions held 48,727 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $651K as of Q2 2026.
  • First Trust Intermediate Duration Investment Grade Corporate ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.05% of Coppell Advisory Solutions's portfolio in Q2 2026, its #247 holding.
  • Coppell Advisory Solutions first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • Coppell Advisory Solutions's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $1.17M in Q2 2025.
  • 140 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.