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Pacific Excel Wealth Advisors’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Pacific Excel Wealth Advisors’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 		– Sell
-65,437
Closed -$1.36M – 253
2026
Q1 		$1.36M Buy
65,437
+30,659
+88% +$646K 1.43% 17
2025
Q4 		$737K Buy
+34,778
New +$739K 1.39% 26

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Pacific Excel Wealth Advisors's FIIG Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q2 2026, closing a stake of 65,437 shares — an estimated $1.36M sold.

Pacific Excel Wealth Advisors first reported a position in FIIG in Q4 2025 and held it in 2 quarters. The position peaked at $1.36M in Q1 2026. 138 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining First Trust Intermediate Duration Investment Grade Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 65,437 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $1.36M.
  • Pacific Excel Wealth Advisors first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $1.36M in Q1 2026.
  • 138 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.