NewEdge Wealth’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

NewEdge Wealth’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	$1.08M	Buy	51,997 +94	+0.2%	+$1.98K	0.01%	607
2025 Q4	$1.1M	Sell	51,903 -970	-2%	-$20.6K	0.01%	600
2025 Q3	$1.12M	Buy	52,873 +127	+0.2%	+$2.68K	0.02%	538
2025 Q2	$1.11M	Buy	52,746 +1,472	+3%	+$30.4K	0.02%	504
2025 Q1	$1.06M	Sell	51,274 -1,480	-3%	-$30.5K	0.02%	468
2024 Q4	$1.08M	Sell	52,754 -197	-0.4%	-$4.11K	0.02%	462
2024 Q3	$1.13M	Buy	52,951 +10,014	+23%	+$211K	0.02%	449
2024 Q2	$877K	Sell	42,937 -508	-1%	-$10.3K	0.02%	439
2024 Q1	$879K	Buy	+43,445	New	+$895K	0.02%	450

Other funds holding FIIG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

TAM

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

PSCM

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

KAS

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

NewEdge Wealth's FIIG Position: Q1 2026 in Review

NewEdge Wealth increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 0.18% in Q1 2026, buying an estimated $1.98K and bringing the position to 51,997 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #607.

NewEdge Wealth first reported a position in FIIG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q3 2024. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

NewEdge Wealth held 51,997 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $1.08M as of Q1 2026.
NewEdge Wealth bought 94 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $1.98K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #607 holding.
NewEdge Wealth first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 9 quarters since.
NewEdge Wealth's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $1.13M in Q3 2024.
126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.