SI
FIIG icon

Stephens Inc’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Stephens Inc’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 		$15.8M Buy
761,660
+339,533
+80% +$7.15M 0.2% 117
2025
Q4 		$8.95M Buy
422,127
+12,443
+3% +$264K 0.11% 181
2025
Q3 		$8.7M Buy
409,684
+8,859
+2% +$187K 0.11% 190
2025
Q2 		$8.41M Sell
400,825
-51,521
-11% -$1.06M 0.12% 188
2025
Q1 		$9.39M Buy
452,346
+160,327
+55% +$3.3M 0.14% 162
2024
Q4 		$5.97M Sell
292,019
-10,264
-3% -$214K 0.08% 239
2024
Q3 		$6.46M Buy
302,283
+248,627
+463% +$5.23M 0.09% 227
2024
Q2 		$1.1M Buy
53,656
+23,815
+80% +$485K 0.02% 566
2024
Q1 		$614K Buy
+29,841
New +$615K 0.01% 729

Other funds holding FIIG

LPL Financial
LPL Financial San Diego, California $376B 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 $521M AUM 18.99% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return