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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Evolution Wealth Management's FIIG Position: Q1 2026 in Review

Evolution Wealth Management increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 16% in Q1 2026, buying an estimated $14.7K and bringing the position to 5,085 shares worth $106K. The position accounts for 0.08% of the portfolio, ranked #166.

Evolution Wealth Management first reported a position in FIIG in Q2 2025 and has held it in 4 quarters since. The position peaked at $117K in Q2 2025. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

  • Evolution Wealth Management held 5,085 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $106K as of Q1 2026.
  • Evolution Wealth Management bought 696 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $14.7K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.08% of Evolution Wealth Management's portfolio in Q1 2026, its #166 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 4 quarters since.
  • Evolution Wealth Management's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $117K in Q2 2025.
  • 126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.