Per Stirling Capital Management’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Per Stirling Capital 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	$18.3M	Buy	880,325 +137,524	+19%	+$2.9M	2.02%	9
2025 Q4	$15.7M	Buy	742,801 +26,249	+4%	+$558K	1.77%	13
2025 Q3	$15.2M	Buy	716,552 +38,690	+6%	+$815K	1.82%	13
2025 Q2	$14.2M	Buy	677,862 +34,897	+5%	+$720K	1.86%	11
2025 Q1	$13.3M	Buy	642,965 +8,717	+1%	+$179K	1.92%	8
2024 Q4	$13M	Buy	634,248 +22,305	+4%	+$466K	1.84%	8
2024 Q3	$13.1M	Buy	+611,943	New	+$12.9M	1.81%	9

Other funds holding FIIG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Per Stirling Capital Management's FIIG Position: Q1 2026 in Review

Per Stirling Capital Management increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 19% in Q1 2026, buying an estimated $2.9M and bringing the position to 880,325 shares worth $18.3M. The position accounts for 2.02% of the portfolio, ranked #9.

Per Stirling Capital Management first reported a position in FIIG in Q3 2024 and has held it in 7 quarters since. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

Per Stirling Capital Management held 880,325 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $18.3M as of Q1 2026.
Per Stirling Capital Management bought 137,524 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $2.9M.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 2.02% of Per Stirling Capital Management's portfolio in Q1 2026, its #9 holding.
Per Stirling Capital Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q3 2024 and has held it in 7 quarters since.
126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.