RF
FIIG icon

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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Cetera Investment Advisers
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
SI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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. 140 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.
  • 140 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.