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

Mutual 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	$638K	Sell	30,820 -1,958	-6%	-$40.7K	0.01%	821
2026 Q1	$680K	Sell	32,778 -23,355	-42%	-$492K	0.01%	744
2025 Q4	$1.19M	Sell	56,133 -125,149	-69%	-$2.66M	0.03%	519
2025 Q3	$3.86M	Buy	181,282 +145,997	+414%	+$3.08M	0.09%	228
2025 Q2	$737K	Sell	35,285 -43,361	-55%	-$894K	0.02%	620
2025 Q1	$1.62M	Buy	78,646 +18,599	+31%	+$383K	0.05%	334
2024 Q4	$1.23M	Sell	60,047 -85,999	-59%	-$1.8M	0.04%	417
2024 Q3	$3.05M	Buy	146,046 +18,163	+14%	+$382K	0.09%	207
2024 Q2	$2.65M	Buy	127,883 +43,295	+51%	+$881K	0.08%	222
2024 Q1	$1.74M	Buy	+84,588	New	+$1.74M	0.06%	306

Other funds holding FIIG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mutual Advisors's FIIG Position: Q2 2026 in Review

Mutual Advisors reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 6% in Q2 2026, selling an estimated $40.7K and leaving 30,820 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #821.

Mutual Advisors first reported a position in FIIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.86M in Q3 2025. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Mutual Advisors held 30,820 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $638K as of Q2 2026.
Mutual Advisors sold 1,958 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $40.7K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #821 holding.
Mutual Advisors first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Mutual Advisors's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $3.86M in Q3 2025.
139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.