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Core Wealth Partners’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Core Wealth Partners’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
Q2 		– Sell
-35,982
Closed -$747K – 178
2025
Q1 		$747K Buy
35,982
+12,495
+53% +$257K 0.43% 57
2024
Q4 		$480K Buy
23,487
+2,528
+12% +$52.8K 0.28% 83
2024
Q3 		$448K Buy
+20,959
New +$441K 0.27% 84

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
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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Core Wealth Partners's FIIG Position: Q2 2025 in Review

Core Wealth Partners sold out of First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q2 2025, closing a stake of 35,982 shares — an estimated $747K sold.

Core Wealth Partners first reported a position in FIIG in Q3 2024 and held it in 3 quarters. The position peaked at $747K in Q1 2025. 113 funds tracked by Wall St. Rank hold FIIG as of Q2 2025.

  • Core Wealth Partners reported no remaining First Trust Intermediate Duration Investment Grade Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • Core Wealth Partners sold 35,982 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2025, an estimated $747K.
  • Core Wealth Partners first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q3 2024 and held it in 3 quarters.
  • Core Wealth Partners's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $747K in Q1 2025.
  • 113 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2025.

Based on Core Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.