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Fountainhead AM’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Fountainhead AM’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
Q4 		– Sell
-13,164
Closed -$279K – 192
2025
Q3 		$279K Buy
13,164
+149
+1% +$3.14K 0.04% 183
2025
Q2 		$273K Buy
13,015
+147
+1% +$3.03K 0.04% 166
2025
Q1 		$267K Buy
+12,868
New +$265K 0.04% 149

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
MF
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
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Fountainhead AM's FIIG Position: Q4 2025 in Review

Fountainhead AM sold out of First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q4 2025, closing a stake of 13,164 shares — an estimated $279K sold.

Fountainhead AM first reported a position in FIIG in Q1 2025 and held it in 3 quarters. The position peaked at $279K in Q3 2025. 118 funds tracked by Wall St. Rank hold FIIG as of Q4 2025.

  • Fountainhead AM reported no remaining First Trust Intermediate Duration Investment Grade Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Fountainhead AM sold 13,164 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q4 2025, an estimated $279K.
  • Fountainhead AM first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2025 and held it in 3 quarters.
  • Fountainhead AM's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $279K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q4 2025.

Based on Fountainhead AM's 13F filing for Q4 2025, filed 18 Feb 2026.