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 Q2	$1.23M	Buy	59,463 +7,466	+14%	+$155K	0.01%	605
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 $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

NewEdge Wealth's FIIG Position: Q2 2026 in Review

NewEdge Wealth increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 14% in Q2 2026, buying an estimated $155K and bringing the position to 59,463 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #605.

NewEdge Wealth first reported a position in FIIG in Q1 2024 and has held it in 10 quarters since. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

NewEdge Wealth held 59,463 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $1.23M as of Q2 2026.
NewEdge Wealth bought 7,466 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $155K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #605 holding.
NewEdge Wealth first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 10 quarters since.
139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.