Milestones Private Investment Advisors’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Milestones Private Investment Advisors’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	$241K	Buy	11,660 +92	+0.8%	+$1.91K	0.19%	70
2026 Q1	$240K	Buy	11,568 +63	+0.5%	+$1.33K	0.21%	73
2025 Q4	$244K	Buy	11,505 +1,208	+12%	+$25.7K	0.17%	105
2025 Q3	$219K	Buy	10,297 +38	+0.4%	+$801	0.15%	113
2025 Q2	$215K	Buy	+10,259	New	+$212K	0.16%	111

Other funds holding FIIG

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Milestones Private Investment Advisors's FIIG Position: Q2 2026 in Review

Milestones Private Investment Advisors increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 0.8% in Q2 2026, buying an estimated $1.91K and bringing the position to 11,660 shares worth $241K. The position accounts for 0.19% of the portfolio, ranked #70.

Milestones Private Investment Advisors first reported a position in FIIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $244K in Q4 2025. 50 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Milestones Private Investment Advisors held 11,660 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $241K as of Q2 2026.
Milestones Private Investment Advisors bought 92 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $1.91K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.19% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #70 holding.
Milestones Private Investment Advisors first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Milestones Private Investment Advisors's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $244K in Q4 2025.
50 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.