Creekmur Asset Management’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Creekmur Asset Management’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 Q3	$119K	Sell	5,603 -6,538	-54%	-$138K	0.02%	259
2025 Q2	$255K	Sell	12,141 -436,815	-97%	-$9.01M	0.05%	204
2025 Q1	$9.32M	Buy	448,956 +640	+0.1%	+$13.2K	1.95%	12
2024 Q4	$9.17M	Buy	448,316 +36,459	+9%	+$761K	2.1%	12
2024 Q3	$8.8M	Buy	411,857 +54,299	+15%	+$1.14M	2.07%	12
2024 Q2	$7.3M	Buy	357,558 +107,579	+43%	+$2.19M	1.88%	12
2024 Q1	$5.14M	Sell	249,979 -28,124	-10%	-$579K	1.76%	13
2023 Q4	$5.82M	Buy	+278,103	New	+$5.53M	1.81%	12

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

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

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

TAM

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

PSCM

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

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

KAS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creekmur Asset Management's FIIG Position: Q3 2025 in Review

Creekmur Asset Management reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 54% in Q3 2025, selling an estimated $138K and leaving 5,603 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #259.

Creekmur Asset Management first reported a position in FIIG in Q4 2023 and has held it in 8 quarters since. The position peaked at $9.32M in Q1 2025. 111 funds tracked by Wall St. Rank hold FIIG as of Q3 2025.

Creekmur Asset Management held 5,603 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $119K as of Q3 2025.
Creekmur Asset Management sold 6,538 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q3 2025, an estimated $138K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.02% of Creekmur Asset Management's portfolio in Q3 2025, its #259 holding.
Creekmur Asset Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $9.32M in Q1 2025.
111 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.