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 Q2	$351K	Buy	16,951 +1,324	+8%	+$27.5K	0.01%	603
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GeoWealth Management's FIIG Position: Q2 2026 in Review

GeoWealth Management increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 8.5% in Q2 2026, buying an estimated $27.5K and bringing the position to 16,951 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #603.

GeoWealth Management first reported a position in FIIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $884K in Q3 2024. 140 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

GeoWealth Management held 16,951 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $351K as of Q2 2026.
GeoWealth Management bought 1,324 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $27.5K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #603 holding.
GeoWealth Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 10 quarters since.
GeoWealth Management's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $884K in Q3 2024.
140 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.