SignalPoint Asset Management’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

SignalPoint Asset Management’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
2024 Q4	–	Sell	-31,542	Closed	-$677K	–	259
2024 Q3	$677K	Sell	31,542 -12,408	-28%	-$261K	0.16%	121
2024 Q2	$898K	Buy	+43,950	New	+$894K	0.24%	90

Other funds holding FIIG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

CAM

Creekmur Asset Management Morton, Illinois $2.07M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SignalPoint Asset Management's FIIG Position: Q4 2024 in Review

SignalPoint Asset Management sold out of First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q4 2024, closing a stake of 31,542 shares — an estimated $677K sold.

SignalPoint Asset Management first reported a position in FIIG in Q2 2024 and held it in 2 quarters. The position peaked at $898K in Q2 2024. 105 funds tracked by Wall St. Rank hold FIIG as of Q4 2024.

SignalPoint Asset Management reported no remaining First Trust Intermediate Duration Investment Grade Corporate ETF position as of Q4 2024 after selling out during the quarter.
SignalPoint Asset Management sold 31,542 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q4 2024, an estimated $677K.
SignalPoint Asset Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q2 2024 and held it in 2 quarters.
SignalPoint Asset Management's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $898K in Q2 2024.
105 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.