GM
FIIG icon

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

GeoWealth 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 		$324K Buy
15,627
+915
+6% +$19.3K 0.01% 583
2025
Q4 		$312K Buy
14,712
+51
+0.3% +$1.08K 0.01% 556
2025
Q3 		$311K Buy
14,661
+519
+4% +$10.9K 0.01% 577
2025
Q2 		$297K Sell
14,142
-353
-2% -$7.28K 0.01% 544
2025
Q1 		$301K Sell
14,495
-63
-0.4% -$1.3K 0.01% 554
2024
Q4 		$298K Sell
14,558
-26,807
-65% -$560K 0.01% 628
2024
Q3 		$884K Buy
41,365
+5,616
+16% +$118K 0.03% 329
2024
Q2 		$730K Buy
35,749
+7,164
+25% +$146K 0.03% 340
2024
Q1 		$588K Buy
+28,585
New +$589K 0.02% 398

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
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
MF
Manchester Financial Westlake Village, California $521M AUM 18.99% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
SI
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