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 Q3	$704K	Buy	35,874 +3,952	+12%	+$80.4K	0.01%	731
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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Per Stirling Capital Management Austin, Texas $1.05B AUM 15.77% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Perigon Wealth Management's FIIG Position: Q3 2026 in Review

Perigon Wealth Management increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 12% in Q3 2026, buying an estimated $80.4K and bringing the position to 35,874 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #731.

Perigon Wealth Management first reported a position in FIIG in Q3 2024 and has held it in 9 quarters since. 120 funds tracked by Wall St. Rank hold FIIG as of Q3 2026.

Perigon Wealth Management held 35,874 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $704K as of Q3 2026.
Perigon Wealth Management bought 3,952 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q3 2026, an estimated $80.4K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #731 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 9 quarters since.
120 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.