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

Topsail 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	–	Sell	-450	Closed	-$9.34K	–	300
2026 Q1	$9.34K	Hold	450	–	–	﹤0.01%	269
2025 Q4	$9.54K	Hold	450	–	–	﹤0.01%	246
2025 Q3	$9.55K	Hold	450	–	–	﹤0.01%	236
2025 Q2	$9.44K	Hold	450	–	–	﹤0.01%	222
2025 Q1	$9.34K	Hold	450	–	–	﹤0.01%	210
2024 Q4	$9.2K	Buy	+450	New	+$9.39K	﹤0.01%	192

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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

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

Topsail Wealth Management sold out of First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q2 2026, closing a stake of 450 shares — an estimated $9.34K sold.

Topsail Wealth Management first reported a position in FIIG in Q4 2024 and held it in 6 quarters. The position peaked at $9.55K in Q3 2025. 139 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Topsail Wealth Management reported no remaining First Trust Intermediate Duration Investment Grade Corporate ETF position as of Q2 2026 after selling out during the quarter.
Topsail Wealth Management sold 450 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $9.34K.
Topsail Wealth Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2024 and held it in 6 quarters.
Topsail Wealth Management's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $9.55K in Q3 2025.
139 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.