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

Roxbury 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
Q2 		$62.8K Buy
3,032
+24
+0.8% +$498 0.05% 182
2026
Q1 		$62.4K Buy
+3,008
New +$63.4K 0.06% 169

Other funds holding FIIG

MF
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Roxbury Financial's FIIG Position: Q2 2026 in Review

Roxbury Financial increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 0.8% in Q2 2026, buying an estimated $498 and bringing the position to 3,032 shares worth $62.8K. The position accounts for 0.05% of the portfolio, ranked #182.

Roxbury Financial first reported a position in FIIG in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

  • Roxbury Financial held 3,032 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $62.8K as of Q2 2026.
  • Roxbury Financial bought 24 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $498.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.05% of Roxbury Financial's portfolio in Q2 2026, its #182 holding.
  • Roxbury Financial first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.