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 Q2	$758K	Sell	36,596 -138,590	-79%	-$2.88M	0.16%	115
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 $445B AUM 25.58% 1-Year Est. Return

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

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

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 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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sequent Planning's FIIG Position: Q2 2026 in Review

Sequent Planning reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 79% in Q2 2026, selling an estimated $2.88M and leaving 36,596 shares worth $758K. The position accounts for 0.16% of the portfolio, ranked #115.

Sequent Planning first reported a position in FIIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.75M in Q3 2025. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Sequent Planning held 36,596 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $758K as of Q2 2026.
Sequent Planning sold 138,590 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $2.88M.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.16% of Sequent Planning's portfolio in Q2 2026, its #115 holding.
Sequent Planning first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $3.75M in Q3 2025.
139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.