Owen LaRue’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Owen LaRue’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	$6.19M	Buy	299,015 +8,469	+3%	+$176K	2.15%	11
2026 Q1	$6.03M	Sell	290,546 -32,873	-10%	-$692K	2.31%	10
2025 Q4	$6.86M	Sell	323,419 -11,144	-3%	-$237K	2.61%	8
2025 Q3	$7.1M	Buy	334,563 +27,999	+9%	+$590K	2.79%	10
2025 Q2	$6.43M	Buy	306,564 +40,456	+15%	+$834K	2.73%	9
2025 Q1	$5.52M	Buy	266,108 +1,037	+0.4%	+$21.3K	2.75%	9
2024 Q4	$5.42M	Buy	265,071 +3,332	+1%	+$69.5K	2.83%	9
2024 Q3	$5.59M	Buy	261,739 +24,215	+10%	+$509K	2.97%	9
2024 Q2	$4.85M	Buy	237,524 +24,192	+11%	+$492K	3%	11
2024 Q1	$4.39M	Buy	+213,332	New	+$4.39M	2.75%	11

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

Owen LaRue's FIIG Position: Q2 2026 in Review

Owen LaRue increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 2.9% in Q2 2026, buying an estimated $176K and bringing the position to 299,015 shares worth $6.19M. The position accounts for 2.15% of the portfolio, ranked #11.

Owen LaRue first reported a position in FIIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.1M in Q3 2025. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Owen LaRue held 299,015 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $6.19M as of Q2 2026.
Owen LaRue bought 8,469 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $176K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 2.15% of Owen LaRue's portfolio in Q2 2026, its #11 holding.
Owen LaRue first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Owen LaRue's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $7.1M in Q3 2025.
139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.