Great Valley Advisor Group’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Great Valley Advisor Group’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	$1.99M	Sell	96,066 -4,618	-5%	-$97.3K	0.04%	374
2025 Q4	$2.13M	Sell	100,684 -7,794	-7%	-$166K	0.04%	326
2025 Q3	$2.3M	Sell	108,478 -9,294	-8%	-$196K	0.05%	306
2025 Q2	$2.47M	Sell	117,772 -6,842	-5%	-$141K	0.05%	280
2025 Q1	$2.59M	Sell	124,614 -12,649	-9%	-$260K	0.06%	268
2024 Q4	$2.81M	Buy	137,263 +11,232	+9%	+$234K	0.06%	268
2024 Q3	$2.69M	Buy	+126,031	New	+$2.65M	0.07%	266

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

Great Valley Advisor Group's FIIG Position: Q1 2026 in Review

Great Valley Advisor Group reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 4.6% in Q1 2026, selling an estimated $97.3K and leaving 96,066 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #374.

Great Valley Advisor Group first reported a position in FIIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.81M in Q4 2024. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

Great Valley Advisor Group held 96,066 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $1.99M as of Q1 2026.
Great Valley Advisor Group sold 4,618 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $97.3K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.04% of Great Valley Advisor Group's portfolio in Q1 2026, its #374 holding.
Great Valley Advisor Group first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q3 2024 and has held it in 7 quarters since.
Great Valley Advisor Group's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $2.81M in Q4 2024.
126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.