LPL Financial
FIIG icon

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

LPL Financial’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 		$101M Buy
4,859,040
+6,873
+0.1% +$143K 0.02% 654
2026
Q1 		$101M Buy
4,852,167
+441,705
+10% +$9.3M 0.03% 581
2025
Q4 		$93.5M Buy
4,410,462
+609,714
+16% +$13M 0.03% 575
2025
Q3 		$80.7M Buy
3,800,748
+420,823
+12% +$8.87M 0.02% 623
2025
Q2 		$70.9M Sell
3,379,925
-75,104
-2% -$1.55M 0.02% 614
2025
Q1 		$71.7M Buy
3,455,029
+490,730
+17% +$10.1M 0.03% 547
2024
Q4 		$60.6M Buy
2,964,299
+1,048,020
+55% +$21.9M 0.02% 569
2024
Q3 		$41M Buy
1,916,279
+808,099
+73% +$17M 0.02% 706
2024
Q2 		$22.6M Buy
1,108,180
+489,770
+79% +$9.97M 0.01% 911
2024
Q1 		$12.7M Buy
+618,410
New +$12.7M 0.01% 1174

Other funds holding FIIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
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
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
SI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial's FIIG Position: Q2 2026 in Review

LPL Financial increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 0.14% in Q2 2026, buying an estimated $143K and bringing the position to 4,859,040 shares worth $101M. The position accounts for 0.02% of the portfolio, ranked #654.

LPL Financial first reported a position in FIIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $101M in Q1 2026. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

  • LPL Financial held 4,859,040 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $101M as of Q2 2026.
  • LPL Financial bought 6,873 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $143K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #654 holding.
  • LPL Financial first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • LPL Financial's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $101M in Q1 2026.
  • 139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.