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First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
51
Everest Financial Group
Minnesota
$934K +$948K +45,000 New
SCA
52
Snowden Capital Advisors
New York
$908K -$369K -17,528 -29%
DWP
53
Daymark Wealth Partners
Ohio
$897K +$284K +13,489 +45%
IPW
54
Impact Partnership Wealth
Georgia
$798K -$38.7K -1,838 -5%
WCM
55
Winebrenner Capital Management
Kentucky
$753K +$4.53K +215 +0.6%
CIA
56
Concurrent Investment Advisors
Florida
$753K -$13.4M -634,588 -95%
HIS
57
Harvest Investment Services
Illinois
$745K -$7.35K -349 -1%
SPC
58
Sigma Planning Corp
Michigan
$708K +$102K +4,855 +17%
KPWS
59
Kestra Private Wealth Services
Texas
$687K -$577K -27,381 -45%
MA
60
Mutual Advisors
Nebraska
$680K -$492K -23,355 -42%
PWM
61
Perigon Wealth Management
California
$660K +$36.8K +1,745 +6%
IAIM
62
International Assets Investment Management
Florida
$636K -$38.4K -1,822 -6%
RA
63
RFG Advisory
Alabama
$634K +$99.2K +4,711 +18%
PFA
64
Pinnacle Family Advisors
Missouri
$634K +$29.1K +1,384 +5%
BWM
65
BAM Wealth Management
Colorado
$632K +$214K +10,178 +50%
IP
66
Ignite Planners
California
$570K +$249K +11,825 +79%
LSIA
67
LaSalle St. Investment Advisors
Illinois
$569K -$4.74K -225 -0.8%
SWM
68
Spire Wealth Management
Virginia
$556K +$62.6K +2,972 +12%
OC
69
Oppenheimer & Co
New York
$544K +$552K +26,215 New
HI
70
Harbour Investments
Wisconsin
$532K +$21.1K +1,004 +4%
HAS
71
HBW Advisory Services
California
$523K +$37K +1,759 +8%
NG
72
Novem Group
New York
$471K +$478K +22,688 New
BWA
73
BlueChip Wealth Advisors
Georgia
$442K +$74.6K +3,541 +20%
KWS
74
Keystone Wealth Services
California
$436K – – –
FFA
75
Farther Finance Advisors
California
$435K +$442K +20,984 New
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