Silver Oak Securities
FIIG icon

Silver Oak Securities’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Silver Oak Securities’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
Q3 		$365K Buy
18,110
+2,701
+18% +$54.9K 0.03% 580
2026
Q2 		$319K Buy
15,409
+2,188
+17% +$45.4K 0.02% 615
2026
Q1 		$274K Buy
+13,221
New +$278K 0.02% 634

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Silver Oak Securities's FIIG Position: Q3 2026 in Review

Silver Oak Securities increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 18% in Q3 2026, buying an estimated $54.9K and bringing the position to 18,110 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #580.

Silver Oak Securities first reported a position in FIIG in Q1 2026 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold FIIG as of Q3 2026.

  • Silver Oak Securities held 18,110 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $365K as of Q3 2026.
  • Silver Oak Securities bought 2,701 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q3 2026, an estimated $54.9K.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.03% of Silver Oak Securities's portfolio in Q3 2026, its #580 holding.
  • Silver Oak Securities first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.