Evolution Wealth Management’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Evolution Wealth Management’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	$105K	Hold	5,085	–	–	0.06%	199
2026 Q1	$106K	Buy	5,085 +696	+16%	+$14.7K	0.08%	166
2025 Q4	$93K	Hold	4,389	–	–	0.08%	174
2025 Q3	$93.2K	Sell	4,389 -1,188	-21%	-$25K	0.1%	144
2025 Q2	$117K	Buy	+5,577	New	+$115K	0.14%	107

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

Evolution Wealth Management's FIIG Position: Q2 2026 in Review

Evolution Wealth Management held its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) position steady in Q2 2026 at 5,085 shares worth $105K. The position accounts for 0.06% of the portfolio, ranked #199.

Evolution Wealth Management first reported a position in FIIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $117K in Q2 2025. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Evolution Wealth Management held 5,085 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $105K as of Q2 2026.
Evolution Wealth Management left its First Trust Intermediate Duration Investment Grade Corporate ETF share count unchanged in Q2 2026.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.06% of Evolution Wealth Management's portfolio in Q2 2026, its #199 holding.
Evolution Wealth Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $117K in Q2 2025.
139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.