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Regatta Research & Money Management’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Regatta Research & Money Management’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 		$12.5K Buy
+603
New +$12.5K 0.01% 470

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Regatta Research & Money Management's FIIG Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q2 2026: 603 shares worth $12.5K. The stake represents 0.01% of the portfolio and ranks #470 among its holdings.

102 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

  • Regatta Research & Money Management held 603 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $12.5K as of Q2 2026.
  • First Trust Intermediate Duration Investment Grade Corporate ETF was a new Regatta Research & Money Management position in Q2 2026.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #470 holding.
  • 102 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.