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

FSB Premier 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	$2.31M	Sell	111,209 -8,441	-7%	-$178K	0.72%	42
2025 Q4	$2.54M	Sell	119,650 -7,849	-6%	-$167K	0.8%	34
2025 Q3	$2.71M	Buy	127,499 +18,542	+17%	+$391K	0.89%	31
2025 Q2	$2.29M	Buy	108,957 +10,630	+11%	+$219K	0.82%	36
2025 Q1	$2.04M	Buy	98,327 +13,050	+15%	+$269K	0.8%	37
2024 Q4	$1.74M	Buy	85,277 +8,716	+11%	+$182K	0.7%	39
2024 Q3	$1.64M	Buy	76,561 +66,625	+671%	+$1.4M	0.67%	37
2024 Q2	$203K	Buy	+9,936	New	+$202K	0.09%	178

Other funds holding FIIG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

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

FSB Premier Wealth Management's FIIG Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 7.1% in Q1 2026, selling an estimated $178K and leaving 111,209 shares worth $2.31M. The position accounts for 0.72% of the portfolio, ranked #42.

FSB Premier Wealth Management first reported a position in FIIG in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.71M in Q3 2025. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

FSB Premier Wealth Management held 111,209 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $2.31M as of Q1 2026.
FSB Premier Wealth Management sold 8,441 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $178K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.72% of FSB Premier Wealth Management's portfolio in Q1 2026, its #42 holding.
FSB Premier Wealth Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q2 2024 and has held it in 8 quarters since.
FSB Premier Wealth Management's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $2.71M in Q3 2025.
126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.