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Orion Portfolio Solutions’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$2.7M Buy
130,255
+165
+0.1% +$3.4K 0.03% 574
2024
Q4 		$2.66M Buy
130,090
+3,934
+3% +$82.1K 0.03% 558
2024
Q3 		$2.7M Buy
126,156
+23,967
+23% +$504K 0.03% 544
2024
Q2 		$2.09M Buy
102,189
+28,138
+38% +$573K 0.02% 624
2024
Q1 		$1.52M Buy
+74,051
New +$1.53M 0.02% 787

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
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
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Orion Portfolio Solutions's FIIG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 0.13% in Q1 2025, buying an estimated $3.4K and bringing the position to 130,255 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #574.

Orion Portfolio Solutions first reported a position in FIIG in Q1 2024 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold FIIG as of Q1 2025.

  • Orion Portfolio Solutions held 130,255 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $2.7M as of Q1 2025.
  • Orion Portfolio Solutions bought 165 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2025, an estimated $3.4K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #574 holding.
  • Orion Portfolio Solutions first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 5 quarters since.
  • 105 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.