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

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return