Independent Financial Group’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Independent Financial 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 Q2	$2.76M	Buy	133,261 +2,609	+2%	+$54.2K	0.05%	368
2026 Q1	$2.71M	Buy	130,652 +111,081	+568%	+$2.34M	0.06%	329
2025 Q4	$415K	Buy	19,571 +1,868	+11%	+$39.7K	0.01%	985
2025 Q3	$376K	Sell	17,703 -778	-4%	-$16.4K	0.01%	978
2025 Q2	$388K	Sell	18,481 -12,863	-41%	-$265K	0.01%	896
2025 Q1	$650K	Buy	31,344 +10,952	+54%	+$225K	0.02%	617
2024 Q4	$417K	Buy	20,392 +1,234	+6%	+$25.8K	0.01%	766
2024 Q3	$409K	Buy	+19,158	New	+$403K	0.02%	736

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 Financial Group's FIIG Position: Q2 2026 in Review

Independent Financial Group increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 2% in Q2 2026, buying an estimated $54.2K and bringing the position to 133,261 shares worth $2.76M. The position accounts for 0.05% of the portfolio, ranked #368.

Independent Financial Group first reported a position in FIIG in Q3 2024 and has held it in 8 quarters since. 138 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Independent Financial Group held 133,261 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $2.76M as of Q2 2026.
Independent Financial Group bought 2,609 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $54.2K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #368 holding.
Independent Financial Group first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q3 2024 and has held it in 8 quarters since.
138 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.