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Mount Yale Investment Advisors’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Mount Yale 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 		$1.09M Buy
+52,401
New +$1.09M 0.02% 564

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Mount Yale Investment Advisors's FIIG Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q2 2026: 52,401 shares worth $1.09M. The stake represents 0.02% of the portfolio and ranks #564 among its holdings.

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

  • Mount Yale Investment Advisors held 52,401 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $1.09M as of Q2 2026.
  • First Trust Intermediate Duration Investment Grade Corporate ETF was a new Mount Yale Investment Advisors position in Q2 2026.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #564 holding.
  • 138 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.