Mach-1 Financial Group’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Mach-1 Financial Group’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	$7.48M	Buy	360,331 +46,049	+15%	+$970K	2.63%	13
2025 Q4	$6.66M	Buy	+314,282	New	+$6.68M	1.37%	20
2025 Q3	–	Sell	-309,551	Closed	-$6.49M	–	311
2025 Q2	$6.49M	Buy	309,551 +26,060	+9%	+$537K	1.9%	12
2025 Q1	$5.88M	Buy	+283,491	New	+$5.84M	1.76%	13
2024 Q4	–	Sell	-242,623	Closed	-$5.18M	–	64
2024 Q3	$5.18M	Buy	242,623 +36,569	+18%	+$769K	3.18%	11
2024 Q2	$4.23M	Buy	206,054 +14,734	+8%	+$300K	2.98%	13
2024 Q1	$3.94M	Buy	+191,320	New	+$3.94M	3%	13

Other funds holding FIIG

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Manchester Financial Westlake Village, California $521M AUM 18.99% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return