Prosperity Wealth Management’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Prosperity Wealth Management’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
2024 Q2	–	Sell	-18,825	Closed	-$387K	–	185
2024 Q1	$387K	Buy	18,825 +4,750	+34%	+$97.9K	0.18%	94
2023 Q4	$294K	Buy	+14,075	New	+$280K	0.19%	85

Other funds holding FIIG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFS

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

CAM

Creekmur Asset Management Morton, Illinois $2.07M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M1FG

Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return

Prosperity Wealth Management's FIIG Position: Q2 2024 in Review

Prosperity Wealth Management sold out of First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q2 2024, closing a stake of 18,825 shares — an estimated $387K sold.

Prosperity Wealth Management first reported a position in FIIG in Q4 2023 and held it in 2 quarters. The position peaked at $387K in Q1 2024. 67 funds tracked by Wall St. Rank hold FIIG as of Q2 2024.

Prosperity Wealth Management reported no remaining First Trust Intermediate Duration Investment Grade Corporate ETF position as of Q2 2024 after selling out during the quarter.
Prosperity Wealth Management sold 18,825 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2024, an estimated $387K.
Prosperity Wealth Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2023 and held it in 2 quarters.
Prosperity Wealth Management's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $387K in Q1 2024.
67 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2024.

Based on Prosperity Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.