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

Kestra Advisory 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	$11.9M	Buy	571,903 +34,882	+6%	+$735K	0.04%	409
2025 Q4	$11.4M	Buy	537,021 +26,615	+5%	+$566K	0.05%	385
2025 Q3	$10.8M	Buy	510,406 +56,629	+12%	+$1.19M	0.05%	372
2025 Q2	$9.52M	Buy	453,777 +31,537	+7%	+$650K	0.05%	395
2025 Q1	$8.76M	Buy	422,240 +105,473	+33%	+$2.17M	0.04%	388
2024 Q4	$6.48M	Sell	316,767 -85,820	-21%	-$1.79M	0.04%	487
2024 Q3	$8.6M	Buy	402,587 +364,287	+951%	+$7.66M	0.05%	405
2024 Q2	$782K	Buy	38,300 +6,910	+22%	+$141K	﹤0.01%	1477
2024 Q1	$646K	Buy	+31,390	New	+$647K	﹤0.01%	1500

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kestra Advisory Services's FIIG Position: Q1 2026 in Review

Kestra Advisory Services increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 6.5% in Q1 2026, buying an estimated $735K and bringing the position to 571,903 shares worth $11.9M. The position accounts for 0.04% of the portfolio, ranked #409.

Kestra Advisory Services first reported a position in FIIG in Q1 2024 and has held it in 9 quarters since. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

Kestra Advisory Services held 571,903 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $11.9M as of Q1 2026.
Kestra Advisory Services bought 34,882 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $735K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.04% of Kestra Advisory Services's portfolio in Q1 2026, its #409 holding.
Kestra Advisory Services first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 9 quarters since.
126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.