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

FLP 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
2025
Q1 		– Sell
-562
Closed -$11.5K – 197
2024
Q4 		$11.5K Buy
+562
New +$11.7K 0.03% 225

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $2.07M AUM
Kestra Advisory Services
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

FLP Wealth Management's FIIG Position: Q1 2025 in Review

FLP Wealth Management sold out of First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q1 2025, closing a stake of 562 shares — an estimated $11.5K sold.

FLP Wealth Management first reported a position in FIIG in Q4 2024 and held it in 1 quarter. The position peaked at $11.5K in Q4 2024. 105 funds tracked by Wall St. Rank hold FIIG as of Q1 2025.

  • FLP Wealth Management reported no remaining First Trust Intermediate Duration Investment Grade Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 562 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2025, an estimated $11.5K.
  • FLP Wealth Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $11.5K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.