Sequent Planning’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Sequent Planning’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	$3.64M	Buy	175,186 +1,282	+0.7%	+$27K	0.88%	27
2025 Q4	$3.69M	Sell	173,904 -2,748	-2%	-$58.4K	0.94%	26
2025 Q3	$3.75M	Buy	176,652 +5,018	+3%	+$106K	1.06%	24
2025 Q2	$3.6M	Buy	171,634 +3,208	+2%	+$66.2K	1.14%	20
2025 Q1	$3.49M	Buy	168,426 +1,963	+1%	+$40.4K	1.26%	21
2024 Q4	$3.4M	Buy	166,463 +2,593	+2%	+$54.1K	1.25%	20
2024 Q3	$3.5M	Sell	163,870 -253	-0.2%	-$5.32K	1.21%	21
2024 Q2	$3.33M	Buy	164,123 +24,189	+17%	+$492K	1.14%	21
2024 Q1	$2.88M	Buy	+139,934	New	+$2.88M	1.04%	19

Other funds holding FIIG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

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

Sequent Planning's FIIG Position: Q1 2026 in Review

Sequent Planning increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 0.74% in Q1 2026, buying an estimated $27K and bringing the position to 175,186 shares worth $3.64M. The position accounts for 0.88% of the portfolio, ranked #27.

Sequent Planning first reported a position in FIIG in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.75M in Q3 2025. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

Sequent Planning held 175,186 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $3.64M as of Q1 2026.
Sequent Planning bought 1,282 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $27K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.88% of Sequent Planning's portfolio in Q1 2026, its #27 holding.
Sequent Planning first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 9 quarters since.
Sequent Planning's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $3.75M in Q3 2025.
126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.