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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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
SI
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

Perigon Wealth Management's FIIG Position: Q1 2026 in Review

Perigon Wealth Management increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 5.8% in Q1 2026, buying an estimated $36.8K and bringing the position to 31,788 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #668.

Perigon Wealth 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.

  • Perigon Wealth Management held 31,788 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $660K as of Q1 2026.
  • Perigon Wealth Management bought 1,745 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $36.8K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #668 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 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 Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.