Winebrenner Capital Management’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Winebrenner Capital 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	$752K	Hold	36,307	–	–	0.46%	65
2026 Q1	$753K	Buy	36,307 +215	+0.6%	+$4.53K	0.48%	60
2025 Q4	$765K	Sell	36,092 -547	-1%	-$11.6K	0.51%	58
2025 Q3	$778K	Sell	36,639 -705	-2%	-$14.9K	0.56%	52
2025 Q2	$783K	Sell	37,344 -1,014	-3%	-$20.9K	0.63%	48
2025 Q1	$796K	Sell	38,358 -22,064	-37%	-$454K	0.72%	44
2024 Q4	$1.24M	Buy	+60,422	New	+$1.26M	0.95%	30

Other funds holding FIIG

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

TBF

True Blue Financial Stevensville, Michigan $237M AUM

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Winebrenner Capital Management's FIIG Position: Q2 2026 in Review

Winebrenner Capital Management held its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) position steady in Q2 2026 at 36,307 shares worth $752K. The position accounts for 0.46% of the portfolio, ranked #65.

Winebrenner Capital Management first reported a position in FIIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2024. 18 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

Winebrenner Capital Management held 36,307 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $752K as of Q2 2026.
Winebrenner Capital Management left its First Trust Intermediate Duration Investment Grade Corporate ETF share count unchanged in Q2 2026.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.46% of Winebrenner Capital Management's portfolio in Q2 2026, its #65 holding.
Winebrenner Capital Management first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Winebrenner Capital Management's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $1.24M in Q4 2024.
18 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.