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FIIG Institutional Ownership

First Trust Intermediate Duration Investment Grade Corporate ETF
1W: -0.8% 1M: -3.4% 3M: -5.5% YTD: -6.6% 1Y: -6.5% 3Y: +12.3%
$19.62
-0.05 (-0.25%)
 
Weekly Expected Move ±1.0%
$19 $19 $20 $20 $20
ETF AMEX · AUM $634.8M

Institutional Ownership — FIIG

150
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
531M
Total Invested
26
New Positions
72
Increased
36
Reduced
9
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (161 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 4,859,040 $95M +6,873 +0.1% 10Q SEC ↗
2 MORGAN STANLEY 2,702,158 $53M +155,672 +6.1% 10Q SEC ↗
3 ENVESTNET ASSET MANAGEMENT INC 1,909,100 $37M +216,084 +12.8% 11Q SEC ↗
4 MANCHESTER FINANCIAL INC 1,582,304 $31M +514,242 +48.1% 8Q SEC ↗
5 TCP Asset Management, LLC 1,507,135 $30M +109,857 +7.9% 4Q SEC ↗
6 Cetera Investment Advisers 1,319,500 $26M -410,281 -23.7% 7Q SEC ↗
7 Per Stirling Capital Management, LLC. 883,962 $17M +3,637 +0.4% 8Q SEC ↗
8 STEPHENS INC /AR 765,223 $15M +3,563 +0.5% 10Q SEC ↗
9 Kestra Advisory Services, LLC 605,395 $12M +33,492 +5.9% 10Q SEC ↗
10 Cambridge Investment Research Advisors 546,048 $11M +8,357 +1.6% 11Q SEC ↗
11 FIRST TRUST ADVISORS LP 518,470 $10M +55,937 +12.1% 10Q SEC ↗
12 Rehmann Capital Advisory Group 488,337 $10M -1,534 -0.3% 11Q SEC ↗
13 COMMONWEALTH EQUITY SERVICES, LLC 474,617 $9M -1,381,995 -74.4% 11Q SEC ↗
14 &PARTNERS 446,702 $9M +35,431 +8.6% 6Q SEC ↗
15 NewEdge Advisors, LLC 433,525 $9M +67,525 +18.4% 9Q SEC ↗
16 BENJAMIN EDWARDS INC 393,377 $8M +27,004 +7.4% 10Q SEC ↗
17 Mach-1 Financial Group, LLC 343,076 $7M -17,255 -4.8% 3Q SEC ↗
18 Owen LaRue, LLC 299,015 $6M +8,469 +2.9% 10Q SEC ↗
19 JANE STREET GROUP, LLC NEW 258,677 $5M — +0.0% 1Q SEC ↗
20 Csenge Advisory Group 251,057 $5M +13,869 +5.8% 11Q SEC ↗
21 ASSETMARK, INC 249,038 $5M +10,753 +4.5% 9Q SEC ↗
22 Janney Montgomery Scott LLC 235,916 $5M +25,062 +11.9% 9Q SEC ↗
23 Bank of New York Mellon Corp 217,902 $4M +12,873 +6.3% 10Q SEC ↗
24 MML INVESTORS SERVICES, LLC 178,036 $3M +93,227 +109.9% 8Q SEC ↗
25 Kingsview Wealth Management, LLC 169,747 $3M +31,046 +22.4% 11Q SEC ↗
26 HighTower Advisors, LLC 164,463 $3M -225,376 -57.8% 10Q SEC ↗
27 OSAIC HOLDINGS, INC. 149,423 $3M +34,708 +30.3% 11Q SEC ↗
28 FSB PREMIER WEALTH MANAGEMENT, INC. 149,149 $3M +37,940 +34.1% 9Q SEC ↗
29 IFP Advisors, Inc 147,458 $3M +15,773 +12.0% 10Q SEC ↗
30 Orion Porfolio Solutions, LLC 139,146 $3M -8,781 -5.9% 10Q SEC ↗
31 INDEPENDENT FINANCIAL GROUP, LLC 133,261 $3M +2,609 +2.0% 8Q SEC ↗
32 Gateway Wealth Partners, LLC 133,052 $3M -34,562 -20.6% 5Q SEC ↗
33 Avior Wealth Management, LLC 130,123 $3M -50,278 -27.9% 2Q SEC ↗
34 Prospera Financial Services Inc 127,695 $3M -5,067 -3.8% 9Q SEC ↗
35 CITADEL ADVISORS LLC 124,844 $2M +53,307 +74.5% 3Q SEC ↗
36 TWIN PEAKS WEALTH ADVISORS, LLC 117,029 $2M -15,193 -11.5% 9Q SEC ↗
37 TRUIST FINANCIAL CORP NEW 93,771 $2M — +0.0% 1Q SEC ↗
38 GOLDMAN SACHS GROUP INC NEW 93,698 $2M — +0.0% 1Q SEC ↗
39 GREAT VALLEY ADVISOR GROUP, INC. 91,916 $2M -4,150 -4.3% 8Q SEC ↗
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 91,169 $2M -25,483 -21.8% 3Q SEC ↗
41 HRT FINANCIAL LP NEW 87,880 $2M — +0.0% 1Q SEC ↗
42 PARK AVENUE SECURITIES LLC 83,822 $2M +6,222 +8.0% 8Q SEC ↗
43 Sanctuary Advisors, LLC 80,998 $2M +1,757 +2.2% 9Q SEC ↗
44 IAMS WEALTH MANAGEMENT, LLC 71,489 $1M +3,962 +5.9% 9Q SEC ↗
45 AE Wealth Management LLC 70,656 $1M -2,237 -3.1% 12Q SEC ↗
46 VAQUERO PRIVATE WEALTH, LTD NEW 65,271 $1M — +0.0% 1Q SEC ↗
47 Atria Investments, Inc 64,430 $1M +5,502 +9.3% 11Q SEC ↗
48 ROYAL BANK OF CANADA 59,802 $1M +7,452 +14.2% 6Q SEC ↗
49 NewEdge Wealth, LLC 59,463 $1M +7,466 +14.4% 10Q SEC ↗
50 Concurrent Investment Advisors, LLC 56,069 $1M +19,791 +54.6% 6Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
MANCHESTER FINANCIAL INC +514,242 +48.1% 1,582,304
ENVESTNET ASSET MANAGEMENT INC +216,084 +12.8% 1,909,100
MORGAN STANLEY +155,672 +6.1% 2,702,158
TCP Asset Management, LLC +109,857 +7.9% 1,507,135
MML INVESTORS SERVICES, LLC +93,227 +109.9% 178,036
NewEdge Advisors, LLC +67,525 +18.4% 433,525
FIRST TRUST ADVISORS LP +55,937 +12.1% 518,470
CITADEL ADVISORS LLC +53,307 +74.5% 124,844
FSB PREMIER WEALTH MANAGEMENT, INC. +37,940 +34.1% 149,149
&PARTNERS +35,431 +8.6% 446,702
OSAIC HOLDINGS, INC. +34,708 +30.3% 149,423
Kestra Advisory Services, LLC +33,492 +5.9% 605,395
Kingsview Wealth Management, LLC +31,046 +22.4% 169,747
BENJAMIN EDWARDS INC +27,004 +7.4% 393,377
Janney Montgomery Scott LLC +25,062 +11.9% 235,916
Concurrent Investment Advisors, LLC +19,791 +54.6% 56,069
HARBOUR INVESTMENTS, INC. +16,844 +65.6% 42,504
IFP Advisors, Inc +15,773 +12.0% 147,458
Csenge Advisory Group +13,869 +5.8% 251,057
BAM Wealth Management, LLC +13,675 +44.9% 44,128
Biggest Decreases (20)
HolderReducedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC -1,381,995 -74.4% 474,617
Cetera Investment Advisers -410,281 -23.7% 1,319,500
HighTower Advisors, LLC -225,376 -57.8% 164,463
Sequent Planning LLC -138,590 -79.1% 36,596
Equitable Holdings, Inc. -51,071 -65.0% 27,540
Avior Wealth Management, LLC -50,278 -27.9% 130,123
Bullseye Investment Management, LLC -42,445 -76.6% 12,941
Gateway Wealth Partners, LLC -34,562 -20.6% 133,052
Private Advisor Group, LLC -28,244 -62.0% 17,320
SUSQUEHANNA INTERNATIONAL GROUP, LL -25,483 -21.8% 91,169
Farther Finance Advisors, LLC -20,371 -97.1% 613
Mach-1 Financial Group, LLC -17,255 -4.8% 343,076
TWIN PEAKS WEALTH ADVISORS, LLC -15,193 -11.5% 117,029
Orion Porfolio Solutions, LLC -8,781 -5.9% 139,146
DAYMARK WEALTH PARTNERS, LLC -6,547 -15.1% 36,703
Prospera Financial Services Inc -5,067 -3.8% 127,695
INTERNATIONAL ASSETS INVESTMENT MAN -4,483 -14.6% 26,163
GREAT VALLEY ADVISOR GROUP, INC. -4,150 -4.3% 91,916
Everest Financial Group LLC -4,000 -8.9% 41,000
KESTRA PRIVATE WEALTH SERVICES, LLC -2,679 -8.1% 30,448

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms