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

Private Trust Company’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	$83.5K	Buy	4,031 +6	+0.1%	+$125	0.01%	1143
2026 Q1	$83.5K	Hold	4,025	–	–	0.01%	1092
2025 Q4	$85.3K	Buy	4,025 +3,230	+406%	+$68.6K	0.01%	1073
2025 Q3	$16.9K	Buy	+795	New	+$16.8K	﹤0.01%	1712
2025 Q1	–	Sell	-1,073	Closed	-$22K	–	2498
2024 Q4	$22K	Buy	+1,073	New	+$22.4K	﹤0.01%	1457

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 22.9% 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 Trust Company's FIIG Position: Q2 2026 in Review

Private Trust Company increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 0.15% in Q2 2026, buying an estimated $125 and bringing the position to 4,031 shares worth $83.5K. The position accounts for 0.01% of the portfolio, ranked #1143.

Private Trust Company first reported a position in FIIG in Q4 2024 and has held it in 5 quarters since. The position peaked at $85.3K in Q4 2025. 140 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Private Trust Company held 4,031 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $83.5K as of Q2 2026.
Private Trust Company bought 6 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $125.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1143 holding.
Private Trust Company first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2024 and has held it in 5 quarters since.
Private Trust Company's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $85.3K in Q4 2025.
140 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.