Harvest Investment Services’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Harvest Investment Services’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	$745K	Sell	35,926 -349	-1%	-$7.35K	0.14%	154
2025 Q4	$769K	Buy	36,275 +435	+1%	+$9.24K	0.15%	147
2025 Q3	$761K	Sell	35,840 -4,253	-11%	-$89.6K	0.15%	149
2025 Q2	$841K	Sell	40,093 -2,294	-5%	-$47.3K	0.19%	132
2025 Q1	$880K	Sell	42,387 -80,092	-65%	-$1.65M	0.24%	104
2024 Q4	$2.5M	Sell	122,479 -9,466	-7%	-$198K	0.61%	46
2024 Q3	$2.82M	Buy	+131,945	New	+$2.78M	0.9%	30

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

Harvest Investment Services's FIIG Position: Q1 2026 in Review

Harvest Investment Services reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 0.96% in Q1 2026, selling an estimated $7.35K and leaving 35,926 shares worth $745K. The position accounts for 0.14% of the portfolio, ranked #154.

Harvest Investment Services first reported a position in FIIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.82M in Q3 2024. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

Harvest Investment Services held 35,926 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $745K as of Q1 2026.
Harvest Investment Services sold 349 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $7.35K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.14% of Harvest Investment Services's portfolio in Q1 2026, its #154 holding.
Harvest Investment Services first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q3 2024 and has held it in 7 quarters since.
Harvest Investment Services's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $2.82M in Q3 2024.
126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.