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 Q2	$2.42M	Sell	117,029 -15,193	-11%	-$316K	0.55%	48
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 $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

Twin Peaks Wealth Advisors's FIIG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) stake by 11% in Q2 2026, selling an estimated $316K and leaving 117,029 shares worth $2.42M. The position accounts for 0.55% of the portfolio, ranked #48.

Twin Peaks Wealth Advisors first reported a position in FIIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.74M in Q1 2026. 140 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Twin Peaks Wealth Advisors held 117,029 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $2.42M as of Q2 2026.
Twin Peaks Wealth Advisors sold 15,193 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $316K.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.55% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #48 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 9 quarters since.
Twin Peaks Wealth Advisors's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $2.74M in Q1 2026.
140 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.