Envestnet Portfolio Solutions’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Envestnet Portfolio Solutions’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	$1.12M	Buy	54,111 +2,897	+6%	+$60.2K	0.01%	658
2026 Q1	$1.06M	Buy	51,214 +4,140	+9%	+$87.2K	0.01%	613
2025 Q4	$998K	Sell	47,074 -412	-0.9%	-$8.76K	﹤0.01%	759
2025 Q3	$1.01M	Sell	47,486 -6,837	-13%	-$144K	﹤0.01%	734
2025 Q2	$1.14M	Sell	54,323 -58,183	-52%	-$1.2M	﹤0.01%	746
2025 Q1	$2.33M	Sell	112,506 -405	-0.4%	-$8.34K	0.01%	540
2024 Q4	$2.31M	Sell	112,911 -27,487	-20%	-$574K	0.01%	619
2024 Q3	$3M	Buy	140,398 +44,424	+46%	+$935K	0.01%	536
2024 Q2	$1.96M	Buy	95,974 +10,482	+12%	+$213K	0.01%	646
2024 Q1	$1.76M	Buy	+85,492	New	+$1.76M	0.01%	676

Other funds holding FIIG

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Envestnet Portfolio Solutions's FIIG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 5.7% in Q2 2026, buying an estimated $60.2K and bringing the position to 54,111 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #658.

Envestnet Portfolio Solutions first reported a position in FIIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $3M in Q3 2024. 38 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Envestnet Portfolio Solutions held 54,111 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $1.12M as of Q2 2026.
Envestnet Portfolio Solutions bought 2,897 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $60.2K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #658 holding.
Envestnet Portfolio Solutions first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Envestnet Portfolio Solutions's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $3M in Q3 2024.
38 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.