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

Daymark 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
2026 Q3	$453K	Sell	23,069 -13,634	-37%	-$277K	0.01%	553
2026 Q2	$760K	Sell	36,703 -6,547	-15%	-$136K	0.02%	384
2026 Q1	$897K	Buy	43,250 +13,489	+45%	+$284K	0.03%	314
2025 Q4	$631K	Buy	29,761 +17,094	+135%	+$363K	0.02%	346
2025 Q3	$269K	Buy	12,667 +98	+0.8%	+$2.06K	0.01%	508
2025 Q2	$264K	Buy	12,569 +137	+1%	+$2.82K	0.01%	470
2025 Q1	$258K	Buy	12,432 +134	+1%	+$2.76K	0.01%	443
2024 Q4	$252K	Sell	12,298 -8,936	-42%	-$187K	0.01%	441
2024 Q3	$454K	Buy	+21,234	New	+$447K	0.02%	351

Other funds holding FIIG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Daymark Wealth Partners's FIIG Position: Q3 2026 in Review

Daymark Wealth Partners reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 37% in Q3 2026, selling an estimated $277K and leaving 23,069 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #553.

Daymark Wealth Partners first reported a position in FIIG in Q3 2024 and has held it in 9 quarters since. The position peaked at $897K in Q1 2026. 107 funds tracked by Wall St. Rank hold FIIG as of Q3 2026.

Daymark Wealth Partners held 23,069 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $453K as of Q3 2026.
Daymark Wealth Partners sold 13,634 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q3 2026, an estimated $277K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #553 holding.
Daymark Wealth Partners first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q3 2024 and has held it in 9 quarters since.
Daymark Wealth Partners's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $897K in Q1 2026.
107 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.