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 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%	+$2.83K	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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Daymark Wealth Partners's FIIG Position: Q2 2026 in Review

Daymark Wealth Partners reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 15% in Q2 2026, selling an estimated $136K and leaving 36,703 shares worth $760K. The position accounts for 0.02% of the portfolio, ranked #384.

Daymark Wealth Partners first reported a position in FIIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $897K in Q1 2026. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Daymark Wealth Partners held 36,703 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $760K as of Q2 2026.
Daymark Wealth Partners sold 6,547 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $136K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #384 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 8 quarters since.
Daymark Wealth Partners's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $897K in Q1 2026.
139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.