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

Sigma Planning Corp’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 		$708K Buy
34,104
+4,855
+17% +$102K 0.02% 705
2025
Q4 		$620K Sell
29,249
-25,966
-47% -$552K 0.02% 720
2025
Q3 		$1.17M Buy
55,215
+2,966
+6% +$62.5K 0.03% 464
2025
Q2 		$1.1M Buy
52,249
+2,977
+6% +$61.4K 0.03% 472
2025
Q1 		$1.02M Sell
49,272
-12,190
-20% -$251K 0.03% 484
2024
Q4 		$1.26M Buy
61,462
+18,432
+43% +$385K 0.04% 418
2024
Q3 		$920K Buy
+43,030
New +$905K 0.03% 529

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

Sigma Planning Corp's FIIG Position: Q1 2026 in Review

Sigma Planning Corp increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 17% in Q1 2026, buying an estimated $102K and bringing the position to 34,104 shares worth $708K. The position accounts for 0.02% of the portfolio, ranked #705.

Sigma Planning Corp first reported a position in FIIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2024. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

  • Sigma Planning Corp held 34,104 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $708K as of Q1 2026.
  • Sigma Planning Corp bought 4,855 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $102K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #705 holding.
  • Sigma Planning Corp first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q3 2024 and has held it in 7 quarters since.
  • Sigma Planning Corp's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $1.26M in Q4 2024.
  • 126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.