Independent Advisor Alliance’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Independent Advisor Alliance’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	–	Sell	-45,890	Closed	-$952K	–	1226
2026 Q1	$952K	Buy	+45,890	New	+$967K	0.01%	854
2025 Q1	–	Sell	-67,449	Closed	-$1.38M	–	970
2024 Q4	$1.38M	Buy	+67,449	New	+$1.41M	0.02%	628

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

Independent Advisor Alliance's FIIG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q2 2026, closing a stake of 45,890 shares — an estimated $952K sold.

Independent Advisor Alliance first reported a position in FIIG in Q4 2024 and held it in 2 quarters. The position peaked at $1.38M in Q4 2024. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Independent Advisor Alliance reported no remaining First Trust Intermediate Duration Investment Grade Corporate ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 45,890 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $952K.
Independent Advisor Alliance first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $1.38M in Q4 2024.
139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.