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

Omnitrust Wealth Management’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 		$316K Buy
15,228
+843
+6% +$17.8K 0.41% 39
2025
Q4 		$305K Buy
+14,385
New +$306K 0.39% 44
2025
Q2 		$312K Buy
+15,071
New +$311K 0.37% 43

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $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

Omnitrust Wealth Management's FIIG Position: Q1 2026 in Review

Omnitrust Wealth Management increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 5.9% in Q1 2026, buying an estimated $17.8K and bringing the position to 15,228 shares worth $316K. The position accounts for 0.41% of the portfolio, ranked #39.

Omnitrust Wealth Management first reported a position in FIIG in Q2 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

  • Omnitrust Wealth Management held 15,228 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $316K as of Q1 2026.
  • Omnitrust Wealth Management bought 843 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $17.8K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.41% of Omnitrust Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Omnitrust Wealth Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q2 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.