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Northeast Planning Associates NH’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Northeast Planning Associates NH’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 		– Sell
-385,440
Closed -$8.17M – 56
2025
Q4 		$8.17M Buy
385,440
+48,600
+14% +$1.03M 5.77% 6
2025
Q3 		$7.15M Buy
336,840
+25,588
+8% +$539K 6.07% 6
2025
Q2 		$6.53M Buy
311,252
+12,468
+4% +$257K 6.01% 6
2025
Q1 		$6.2M Buy
+298,784
New +$6.15M 5.15% 7

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
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
MF
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
SI
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

Northeast Planning Associates NH's FIIG Position: Q1 2026 in Review

Northeast Planning Associates NH sold out of First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q1 2026, closing a stake of 385,440 shares — an estimated $8.17M sold.

Northeast Planning Associates NH first reported a position in FIIG in Q1 2025 and held it in 4 quarters. The position peaked at $8.17M in Q4 2025. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

  • Northeast Planning Associates NH reported no remaining First Trust Intermediate Duration Investment Grade Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Northeast Planning Associates NH sold 385,440 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $8.17M.
  • Northeast Planning Associates NH first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2025 and held it in 4 quarters.
  • Northeast Planning Associates NH's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $8.17M in Q4 2025.
  • 126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Northeast Planning Associates NH's 13F filing for Q1 2026, filed 27 Apr 2026.