Twin Peaks Wealth Advisors’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Twin Peaks Wealth Advisors’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	$2.74M	Buy	132,222 +77,052	+140%	+$1.62M	0.69%	37
2025 Q4	$1.17M	Buy	55,170 +1,178	+2%	+$25K	0.34%	63
2025 Q3	$1.15M	Buy	53,992 +3,906	+8%	+$82.3K	0.39%	56
2025 Q2	$1.05M	Sell	50,086 -934	-2%	-$19.3K	0.34%	60
2025 Q1	$1.04M	Buy	51,020 +812	+2%	+$16.7K	0.48%	51
2024 Q4	$1.03M	Buy	50,208 +37,626	+299%	+$785K	0.43%	53
2024 Q3	$269K	Buy	12,582 +1,491	+13%	+$31.4K	0.12%	105
2024 Q2	$227K	Buy	+11,091	New	+$226K	0.11%	117

Other funds holding FIIG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Twin Peaks Wealth Advisors's FIIG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 140% in Q1 2026, buying an estimated $1.62M and bringing the position to 132,222 shares worth $2.74M. The position accounts for 0.69% of the portfolio, ranked #37.

Twin Peaks Wealth Advisors first reported a position in FIIG in Q2 2024 and has held it in 8 quarters since. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

Twin Peaks Wealth Advisors held 132,222 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $2.74M as of Q1 2026.
Twin Peaks Wealth Advisors bought 77,052 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $1.62M.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.69% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #37 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q2 2024 and has held it in 8 quarters since.
126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.