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 Q2	$15.8M	Buy	765,223 +3,563	+0.5%	+$74K	0.18%	128
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

PSCM

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

KAS

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Stephens Inc's FIIG Position: Q2 2026 in Review

Stephens Inc increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 0.47% in Q2 2026, buying an estimated $74K and bringing the position to 765,223 shares worth $15.8M. The position accounts for 0.18% of the portfolio, ranked #128.

Stephens Inc first reported a position in FIIG in Q1 2024 and has held it in 10 quarters since. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Stephens Inc held 765,223 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $15.8M as of Q2 2026.
Stephens Inc bought 3,563 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $74K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.18% of Stephens Inc's portfolio in Q2 2026, its #128 holding.
Stephens Inc first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 10 quarters since.
139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.