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

Lloyd 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 Q2	$1.76K	Buy	+85	New	+$1.76K	﹤0.01%	525
2026 Q1	–	Sell	-16	Closed	-$332	–	913
2025 Q4	$332	Buy	+16	New	+$340	﹤0.01%	525

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

Lloyd Advisory Services's FIIG Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q2 2026: 85 shares worth $1.76K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in FIIG as recently as Q4 2025.

Lloyd Advisory Services first reported a position in FIIG in Q4 2025 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Lloyd Advisory Services held 85 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $1.76K as of Q2 2026.
First Trust Intermediate Duration Investment Grade Corporate ETF was a new Lloyd Advisory Services position in Q2 2026.
First Trust Intermediate Duration Investment Grade Corporate ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #525 holding.
Lloyd Advisory Services first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2025 and has held it in 2 quarters since.
140 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.