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

Kestra Private Wealth 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 Q2	$631K	Sell	30,448 -2,679	-8%	-$55.6K	0.01%	1127
2026 Q1	$687K	Sell	33,127 -27,381	-45%	-$577K	0.01%	1039
2025 Q4	$1.28M	Sell	60,508 -1,109	-2%	-$23.6K	0.02%	704
2025 Q3	$1.31M	Buy	61,617 +57	+0.1%	+$1.2K	0.02%	671
2025 Q2	$1.29M	Buy	61,560 +2,732	+5%	+$56.3K	0.02%	635
2025 Q1	$1.22M	Sell	58,828 -1,204	-2%	-$24.8K	0.02%	610
2024 Q4	$1.23M	Sell	60,032 -5,363	-8%	-$112K	0.02%	574
2024 Q3	$1.4M	Sell	65,395 -3,977	-6%	-$83.7K	0.03%	519
2024 Q2	$1.42M	Buy	69,372 +39,462	+132%	+$803K	0.03%	479
2024 Q1	$615K	Buy	29,910 +1,343	+5%	+$27.7K	0.01%	718
2023 Q4	$598K	Buy	+28,567	New	+$568K	0.02%	673

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 22.9% 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

Kestra Private Wealth Services's FIIG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 8.1% in Q2 2026, selling an estimated $55.6K and leaving 30,448 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #1127.

Kestra Private Wealth Services first reported a position in FIIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.42M in Q2 2024. 140 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Kestra Private Wealth Services held 30,448 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $631K as of Q2 2026.
Kestra Private Wealth Services sold 2,679 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $55.6K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1127 holding.
Kestra Private Wealth Services first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Kestra Private Wealth Services's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $1.42M in Q2 2024.
140 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.