Independent Wealth Network’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Independent Wealth Network’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	-9,667	Closed	-$201K	–	348
2026 Q1	$201K	Sell	9,667 -1,096	-10%	-$23.1K	0.06%	282
2025 Q4	$228K	Sell	10,763 -2,265	-17%	-$48.1K	0.07%	245
2025 Q3	$277K	Sell	13,028 -304	-2%	-$6.41K	0.09%	220
2025 Q2	$280K	Buy	13,332 +1,474	+12%	+$30.4K	0.1%	204
2025 Q1	$246K	Buy	11,858 +1,214	+11%	+$25K	0.1%	202
2024 Q4	$218K	Buy	+10,644	New	+$222K	0.09%	213

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 Wealth Network's FIIG Position: Q2 2026 in Review

Independent Wealth Network sold out of First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q2 2026, closing a stake of 9,667 shares — an estimated $201K sold.

Independent Wealth Network first reported a position in FIIG in Q4 2024 and held it in 6 quarters. The position peaked at $280K in Q2 2025. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Independent Wealth Network reported no remaining First Trust Intermediate Duration Investment Grade Corporate ETF position as of Q2 2026 after selling out during the quarter.
Independent Wealth Network sold 9,667 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $201K.
Independent Wealth Network first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2024 and held it in 6 quarters.
Independent Wealth Network's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $280K in Q2 2025.
139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.