Pinnacle Family Advisors’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Pinnacle Family 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	$702K	Buy	33,893 +3,361	+11%	+$69.8K	0.29%	61
2026 Q1	$634K	Buy	30,532 +1,384	+5%	+$29.1K	0.3%	55
2025 Q4	$618K	Buy	29,148 +1,220	+4%	+$25.9K	0.27%	65
2025 Q3	$593K	Buy	27,928 +232	+0.8%	+$4.89K	0.26%	60
2025 Q2	$581K	Buy	27,696 +50	+0.2%	+$1.03K	0.28%	62
2025 Q1	$574K	Buy	27,646 +269	+1%	+$5.54K	0.31%	60
2024 Q4	$560K	Buy	27,377 +4,411	+19%	+$92.1K	0.27%	65
2024 Q3	$491K	Buy	22,966 +2,962	+15%	+$62.3K	0.25%	68
2024 Q2	$409K	Buy	+20,004	New	+$407K	0.23%	72

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

Pinnacle Family Advisors's FIIG Position: Q2 2026 in Review

Pinnacle Family Advisors increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 11% in Q2 2026, buying an estimated $69.8K and bringing the position to 33,893 shares worth $702K. The position accounts for 0.29% of the portfolio, ranked #61.

Pinnacle Family Advisors first reported a position in FIIG in Q2 2024 and has held it in 9 quarters since. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Pinnacle Family Advisors held 33,893 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $702K as of Q2 2026.
Pinnacle Family Advisors bought 3,361 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $69.8K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.29% of Pinnacle Family Advisors's portfolio in Q2 2026, its #61 holding.
Pinnacle Family Advisors first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q2 2024 and has held it in 9 quarters since.
139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.