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Impact Partnership Wealth’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Impact Partnership Wealth’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 		$798K Sell
38,465
-1,838
-5% -$38.7K 0.1% 139
2025
Q4 		$854K Sell
40,303
-3,430
-8% -$72.9K 0.11% 128
2025
Q3 		$928K Buy
43,733
+3,415
+8% +$72K 0.14% 98
2025
Q2 		$846K Buy
40,318
+607
+2% +$12.5K 0.16% 58
2025
Q1 		$824K Buy
39,711
+8,594
+28% +$177K 0.18% 63
2024
Q4 		$636K Buy
31,117
+34
+0.1% +$710 0.13% 94
2024
Q3 		$664K Buy
+31,083
New +$654K 0.15% 83

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $377B 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 $563M AUM 21.72% 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

Impact Partnership Wealth's FIIG Position: Q1 2026 in Review

Impact Partnership Wealth reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 4.6% in Q1 2026, selling an estimated $38.7K and leaving 38,465 shares worth $798K. The position accounts for 0.1% of the portfolio, ranked #139.

Impact Partnership Wealth first reported a position in FIIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $928K in Q3 2025. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

  • Impact Partnership Wealth held 38,465 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $798K as of Q1 2026.
  • Impact Partnership Wealth sold 1,838 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $38.7K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.1% of Impact Partnership Wealth's portfolio in Q1 2026, its #139 holding.
  • Impact Partnership Wealth first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q3 2024 and has held it in 7 quarters since.
  • Impact Partnership Wealth's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $928K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.