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Rossby Financial’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Rossby Financial’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 		$327K Buy
15,766
+1,775
+13% +$37.4K 0.07% 258
2025
Q4 		$297K Sell
13,991
-712
-5% -$15.1K 0.09% 193
2025
Q3 		$313K Buy
14,703
+10,136
+222% +$214K 0.1% 190
2025
Q2 		$95.8K Buy
4,567
+6
+0.1% +$124 0.04% 369
2025
Q1 		$94.2K Buy
+4,561
New +$93.9K 0.04% 350

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 $563M AUM 21.72% 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

Rossby Financial's FIIG Position: Q1 2026 in Review

Rossby Financial increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 13% in Q1 2026, buying an estimated $37.4K and bringing the position to 15,766 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #258.

Rossby Financial first reported a position in FIIG in Q1 2025 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

  • Rossby Financial held 15,766 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $327K as of Q1 2026.
  • Rossby Financial bought 1,775 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $37.4K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.07% of Rossby Financial's portfolio in Q1 2026, its #258 holding.
  • Rossby Financial first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • 126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.