Spire Wealth Management’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Spire Wealth 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
2026 Q2	$620K	Buy	29,950 +3,135	+12%	+$65.1K	0.02%	503
2026 Q1	$556K	Buy	26,815 +2,972	+12%	+$62.6K	0.02%	518
2025 Q4	$505K	Buy	23,843 +181	+0.8%	+$3.85K	0.02%	543
2025 Q3	$502K	Sell	23,662 -715	-3%	-$15.1K	0.02%	522
2025 Q2	$511K	Sell	24,377 -2,748	-10%	-$56.7K	0.02%	501
2025 Q1	$563K	Buy	27,125 +325	+1%	+$6.69K	0.02%	537
2024 Q4	$548K	Buy	+26,800	New	+$559K	0.02%	527

Other funds holding FIIG

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

TBF

True Blue Financial Stevensville, Michigan $237M AUM

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Spire Wealth Management's FIIG Position: Q2 2026 in Review

Spire Wealth Management increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 12% in Q2 2026, buying an estimated $65.1K and bringing the position to 29,950 shares worth $620K. The position accounts for 0.02% of the portfolio, ranked #503.

Spire Wealth Management first reported a position in FIIG in Q4 2024 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Spire Wealth Management held 29,950 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $620K as of Q2 2026.
Spire Wealth Management bought 3,135 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $65.1K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #503 holding.
Spire Wealth Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2024 and has held it in 7 quarters since.
18 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.