Perigon Wealth Management’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Perigon Wealth 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 Q2	$661K	Buy	31,922 +134	+0.4%	+$2.78K	0.01%	753
2026 Q1	$660K	Buy	31,788 +1,745	+6%	+$36.8K	0.01%	668
2025 Q4	$637K	Buy	30,043 +2,833	+10%	+$60.2K	0.01%	687
2025 Q3	$578K	Sell	27,210 -330	-1%	-$6.95K	0.01%	686
2025 Q2	$578K	Sell	27,540 -12	-0%	-$247	0.01%	631
2025 Q1	$572K	Buy	27,552 +7,200	+35%	+$148K	0.01%	600
2024 Q4	$416K	Buy	20,352 +10,977	+117%	+$229K	0.01%	696
2024 Q3	$200K	Buy	+9,375	New	+$197K	0.01%	943

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

Perigon Wealth Management's FIIG Position: Q2 2026 in Review

Perigon Wealth Management increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 0.42% in Q2 2026, buying an estimated $2.78K and bringing the position to 31,922 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #753.

Perigon Wealth Management first reported a position in FIIG in Q3 2024 and has held it in 8 quarters since. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Perigon Wealth Management held 31,922 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $661K as of Q2 2026.
Perigon Wealth Management bought 134 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $2.78K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #753 holding.
Perigon Wealth Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q3 2024 and has held it in 8 quarters since.
139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.