Gateway Wealth Partners’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Gateway Wealth Partners’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	$3.48M	Buy	167,614 +93,623	+127%	+$1.97M	0.14%	178
2025 Q4	$1.57M	Buy	73,991 +11,067	+18%	+$235K	0.17%	137
2025 Q3	$1.34M	Sell	62,924 -1,092	-2%	-$23K	0.18%	128
2025 Q2	$1.34M	Buy	+64,016	New	+$1.32M	0.25%	99

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

Gateway Wealth Partners's FIIG Position: Q1 2026 in Review

Gateway Wealth Partners increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 127% in Q1 2026, buying an estimated $1.97M and bringing the position to 167,614 shares worth $3.48M. The position accounts for 0.14% of the portfolio, ranked #178.

Gateway Wealth Partners first reported a position in FIIG in Q2 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

Gateway Wealth Partners held 167,614 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $3.48M as of Q1 2026.
Gateway Wealth Partners bought 93,623 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $1.97M.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.14% of Gateway Wealth Partners's portfolio in Q1 2026, its #178 holding.
Gateway Wealth Partners first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q2 2025 and has held it in 4 quarters since.
126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.