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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
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
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 $521M AUM 18.99% 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

Pinnacle Family Advisors's FIIG Position: Q1 2026 in Review

Pinnacle Family Advisors increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 4.7% in Q1 2026, buying an estimated $29.1K and bringing the position to 30,532 shares worth $634K. The position accounts for 0.3% of the portfolio, ranked #55.

Pinnacle Family Advisors first reported a position in FIIG in Q2 2024 and has held it in 8 quarters since. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

  • Pinnacle Family Advisors held 30,532 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $634K as of Q1 2026.
  • Pinnacle Family Advisors bought 1,384 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $29.1K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.3% of Pinnacle Family Advisors's portfolio in Q1 2026, its #55 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 8 quarters since.
  • 126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.