BPI
FIIG icon

BFC Planning, Inc.’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

BFC Planning, Inc.’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 		$81.3K Buy
3,926
+1,152
+42% +$23.9K ﹤0.01% 1320
2026
Q1 		$57.6K Buy
2,774
+6
+0.2% +$126 ﹤0.01% 1287
2025
Q4 		$58.7K Buy
2,768
+12
+0.4% +$255 ﹤0.01% 1303
2025
Q3 		$58.5K Sell
2,756
-365
-12% -$7.69K ﹤0.01% 1123
2025
Q2 		$65.5K Sell
3,121
-8,516
-73% -$176K 0.01% 1028
2025
Q1 		$241K Sell
11,637
-716,053
-98% -$14.7M 0.02% 539
2024
Q4 		$14.9M Buy
+727,690
New +$15.2M 1.24% 9

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Per Stirling Capital Management
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BFC Planning, Inc.'s FIIG Position: Q2 2026 in Review

BFC Planning, Inc. increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 42% in Q2 2026, buying an estimated $23.9K and bringing the position to 3,926 shares worth $81.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

BFC Planning, Inc. first reported a position in FIIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.9M in Q4 2024. 142 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

  • BFC Planning, Inc. held 3,926 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $81.3K as of Q2 2026.
  • BFC Planning, Inc. bought 1,152 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $23.9K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1320 holding.
  • BFC Planning, Inc. first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $14.9M in Q4 2024.
  • 142 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.