Private Client Services’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Private Client Services’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	$288K	Buy	13,900 +52	+0.4%	+$1.08K	0.08%	180
2026 Q1	$287K	Buy	13,848 +128	+0.9%	+$2.7K	0.09%	167
2025 Q4	$291K	Hold	13,720	–	–	0.09%	145
2025 Q3	$291K	Buy	13,720 +9	+0.1%	+$190	0.1%	148
2025 Q2	$288K	Sell	13,711 -131	-0.9%	-$2.7K	0.11%	161
2025 Q1	$287K	Buy	13,842 +947	+7%	+$19.5K	0.14%	136
2024 Q4	$264K	Buy	12,895 +3,056	+31%	+$63.8K	0.14%	140
2024 Q3	$210K	Buy	+9,839	New	+$207K	0.11%	163

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

Private Client Services's FIIG Position: Q2 2026 in Review

Private Client Services increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 0.38% in Q2 2026, buying an estimated $1.08K and bringing the position to 13,900 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #180.

Private Client Services first reported a position in FIIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $291K in Q3 2025. 140 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Private Client Services held 13,900 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $288K as of Q2 2026.
Private Client Services bought 52 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $1.08K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.08% of Private Client Services's portfolio in Q2 2026, its #180 holding.
Private Client Services first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q3 2024 and has held it in 8 quarters since.
Private Client Services's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $291K in Q3 2025.
140 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.