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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
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% +$2.83K 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Daymark Wealth Partners's FIIG Position: Q1 2026 in Review

Daymark Wealth Partners increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 45% in Q1 2026, buying an estimated $284K and bringing the position to 43,250 shares worth $897K. The position accounts for 0.03% of the portfolio, ranked #314.

Daymark Wealth Partners first reported a position in FIIG in Q3 2024 and has held it in 7 quarters since. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

  • Daymark Wealth Partners held 43,250 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $897K as of Q1 2026.
  • Daymark Wealth Partners bought 13,489 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $284K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q1 2026, its #314 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 7 quarters since.
  • 126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.