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Evergreen Wealth Solutions’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Evergreen Wealth 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 		$746K Buy
+36,374
New +$755K 0.04% 245

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Envestnet Asset Management
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MF
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TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Cetera Investment Advisers
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
SI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Evergreen Wealth Solutions's FIIG Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q2 2026: 36,374 shares worth $746K. The stake represents 0.04% of the portfolio and ranks #245 among its holdings.

138 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

  • Evergreen Wealth Solutions held 36,374 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $746K as of Q2 2026.
  • First Trust Intermediate Duration Investment Grade Corporate ETF was a new Evergreen Wealth Solutions position in Q2 2026.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #245 holding.
  • 138 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.