Everest Financial Group’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Everest Financial Group’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	$849K	Sell	41,000 -4,000	-9%	-$83.1K	0.12%	109
2026 Q1	$934K	Buy	+45,000	New	+$948K	0.15%	95

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

Everest Financial Group's FIIG Position: Q2 2026 in Review

Everest Financial Group reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 8.9% in Q2 2026, selling an estimated $83.1K and leaving 41,000 shares worth $849K. The position accounts for 0.12% of the portfolio, ranked #109.

Everest Financial Group first reported a position in FIIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $934K in Q1 2026. 136 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Everest Financial Group held 41,000 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $849K as of Q2 2026.
Everest Financial Group sold 4,000 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $83.1K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.12% of Everest Financial Group's portfolio in Q2 2026, its #109 holding.
Everest Financial Group first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2026 and has held it in 2 quarters since.
Everest Financial Group's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $934K in Q1 2026.
136 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.