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OneAscent Financial Services’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

OneAscent Financial Services’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 		$286K Buy
13,760
+2,169
+19% +$45.7K 0.02% 471
2025
Q4 		$246K Sell
11,591
-206
-2% -$4.38K 0.02% 397
2025
Q3 		$250K Buy
11,797
+1,235
+12% +$26K 0.03% 342
2025
Q2 		$222K Sell
10,562
-580
-5% -$12K 0.02% 491
2025
Q1 		$231K Buy
+11,142
New +$229K 0.02% 450

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

OneAscent Financial Services's FIIG Position: Q1 2026 in Review

OneAscent Financial Services increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 19% in Q1 2026, buying an estimated $45.7K and bringing the position to 13,760 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #471.

OneAscent Financial Services first reported a position in FIIG in Q1 2025 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

  • OneAscent Financial Services held 13,760 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $286K as of Q1 2026.
  • OneAscent Financial Services bought 2,169 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $45.7K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.02% of OneAscent Financial Services's portfolio in Q1 2026, its #471 holding.
  • OneAscent Financial Services first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • 126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.