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First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) Institutional Ownership

$20.45 -0.05 (-0.24%)
As of 01:17 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Intermediate Duration Investment Grade Corporate ETF (NYSEARCA:FIIG)

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$167.60M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$20.52M
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FIIG Institutional Buying and Selling by Quarter

First Trust Intermediate Duration Investment Grade Corporate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Dynamic Advisor Solutions LLC34,867$722K0.0%N/A0.110%
7/7/2026 GK Wealth Management LLC14,732$305K0.2%N/A0.046%
7/7/2026 Avior Wealth Management LLC130,123$2.70M0.1%-27.9%0.409%
6/3/2026 NewEdge Advisors LLC366,000$7.59M0.0%+197.7%1.142%
5/19/2026 NewEdge Advisors LLC294,545$6.11M0.1%+139.6%0.919%
5/19/2026 Arkadios Wealth Advisors17,041$354K0.0%N/A0.053%
5/18/2026Royal Bank of Canada52,350$1.09M0.0%+115.7%0.163%
5/15/2026 Gateway Wealth Partners LLC167,614$3.48M0.1%+126.5%0.523%
5/15/2026 Everest Financial Group LLC45,000$934K0.2%N/A0.140%
5/13/2026 Cetera Investment Advisers1,729,781$35.89M0.0%+1.5%5.397%
5/13/2026 First Trust Advisors LP462,533$9.60M0.0%+34.2%1.443%
5/6/2026 Assetmark Inc.238,285$4.94M0.0%+13.7%0.743%
5/6/2026 Independent Financial Group LLC128,019$2.66M0.1%N/A0.399%
5/5/2026 D.A. Davidson & CO.16,389$340K0.0%+40.6%0.051%
5/5/2026 Bank of New York Mellon Corp205,029$4.25M0.0%+10.7%0.640%
5/5/2026Sanctuary Advisors LLC79,241$1.64M0.0%+5.3%0.247%
5/5/2026 BlueChip Wealth Advisors LLC21,289$442K0.2%+20.0%0.066%
5/5/2026 Sigma Planning Corp34,104$708K0.0%+16.6%0.106%
5/4/2026 HBW Advisory Services LLC25,191$523K0.1%+7.5%0.079%
5/2/2026 International Assets Investment Management LLC30,646$636K0.0%-5.6%0.096%
4/30/2026 Kestra Advisory Services LLC571,903$11.87M0.0%+6.5%1.790%
4/28/2026 Stephens Inc. AR761,660$15.80M0.2%+80.4%2.384%
4/28/2026 Evolution Wealth Management Inc.5,085$106K0.1%+15.9%0.016%
4/27/2026World Investment Advisors17,888$371K0.0%+11.5%0.056%
4/27/2026 Private Advisor Group LLC45,564$945K0.0%+11.7%0.143%
4/24/2026 Impact Partnership Wealth LLC38,465$798K0.1%-4.6%0.120%
4/23/2026 Manchester Financial Inc.1,068,062$22.16M4.3%+11.5%3.343%
4/23/2026Asset Allocation Strategies LLC20,581$427K0.1%+5.7%0.064%
4/22/2026 Janney Montgomery Scott LLC210,854$4.38M0.0%+14.8%0.660%
4/21/2026Sequent Planning LLC175,186$3.64M0.9%+0.7%0.548%
4/21/2026 Independent Wealth Network Inc.9,667$201K0.1%-10.2%0.030%
4/21/2026 Silver Oak Securities Incorporated13,221$274K0.0%N/A0.041%
4/20/2026 Kestra Private Wealth Services LLC33,127$687K0.0%-45.3%0.104%
4/20/2026 RFG Advisory LLC30,566$634K0.0%+18.2%0.096%
4/17/2026 Roxbury Financial LLC3,008$62K0.1%N/A0.009%
4/16/2026 Triad Wealth Partners LLC14,862$308K0.0%N/A0.047%
3/13/2026World Investment Advisors16,050$340K0.0%N/A0.053%
3/4/2026Rehmann Capital Advisory Group371,489$7.88M0.4%+11.5%1.216%
2/18/2026 NewEdge Advisors LLC122,926$2.61M0.0%+27.7%0.402%
2/18/2026 Pacific Excel Wealth Advisors Inc.34,778$737K1.4%N/A0.114%
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2/17/2026 Cetera Investment Advisers1,704,926$36.14M0.0%+5.5%5.581%
2/17/2026Equitable Holdings Inc.76,780$1.63M0.0%+32.6%0.251%
2/17/2026Osaic Holdings Inc.151,495$3.21M0.0%+6.4%0.496%
2/17/2026&PARTNERS392,686$8.33M0.0%+6.1%1.285%
2/17/2026Royal Bank of Canada24,274$515K0.0%+4,559.1%0.079%
2/16/2026 MML Investors Services LLC164,787$3.49M0.0%+8.3%0.539%
2/16/2026 Aptus Capital Advisors LLC1,500$32K0.0%N/A0.005%
2/13/2026 Kestra Advisory Services LLC537,021$11.39M0.0%+5.2%1.758%
2/13/2026Morgan Stanley2,482,467$52.63M0.0%+6.7%8.126%
2/13/2026 First Trust Advisors LP344,639$7.31M0.0%+28.8%1.128%
2/13/2026Asset Allocation Strategies LLC19,480$413K0.1%+23.1%0.064%
2/12/2026 Rossby Financial LCC13,991$297K0.1%-4.8%0.046%
2/12/2026Orion Porfolio Solutions LLC143,991$3.05M0.0%+4.4%0.471%
2/12/2026 Commonwealth Equity Services LLC2,097,756$44.47M0.1%+362.8%6.867%
2/12/2026 StoneX Group Inc.17,097$362K0.0%-2.8%0.056%
2/12/2026Betterment LLC13,460$285K0.0%+7.2%0.044%
2/12/2026 Great Valley Advisor Group Inc.100,684$2.13M0.0%-7.2%0.330%
2/12/2026 Manchester Financial Inc.957,492$20.30M3.8%+64.0%3.134%
2/11/2026 Gateway Wealth Partners LLC73,991$1.57M0.2%+17.6%0.242%
2/11/2026 Janney Montgomery Scott LLC183,724$3.90M0.0%+4.8%0.601%
2/11/2026Omnitrust Wealth Management Inc14,385$305K0.4%N/A0.047%
2/11/2026 LPL Financial LLC4,410,462$93.50M0.0%+16.0%14.437%
2/10/2026 Lido Advisors LLC13,350$283K0.0%N/A0.044%
2/10/2026Goldman Sachs Group Inc.43,181$915K0.0%-90.4%0.141%
2/10/2026Twin Peaks Wealth Advisors LLC55,170$1.17M0.3%+2.2%0.181%
2/10/2026 Impact Partnership Wealth LLC40,303$854K0.1%-7.8%0.132%
2/9/2026Kingsview Wealth Management LLC145,239$3.08M0.0%+157.1%0.475%
2/9/2026 Harbour Investments Inc.24,656$523K0.0%+53.3%0.081%
2/9/2026 Prospera Financial Services Inc123,431$2.62M0.0%+6.7%0.404%
2/6/2026 Advisory Alpha LLC12,885$273K0.0%+11.8%0.042%
2/6/2026 Ignite Planners LLC14,957$316K0.0%N/A0.049%
2/6/2026 Mach 1 Financial Group LLC314,282$6.66M1.4%N/A1.029%
2/6/2026 IFP Advisors Inc122,139$2.59M0.1%+7.8%0.400%
2/6/2026 Csenge Advisory Group226,667$4.81M0.2%+4.5%0.742%
2/6/2026 HighTower Advisors LLC337,155$7.15M0.0%+3.7%1.104%
2/5/2026Sequent Planning LLC173,904$3.69M0.9%-1.6%0.569%
2/5/2026 Stephens Inc. AR422,127$8.95M0.1%+3.0%1.382%
2/4/2026World Investment Advisors16,050$340K0.0%N/A0.053%
2/4/2026 Northeast Planning Associates INC. NH385,440$8.17M5.8%+14.4%1.268%
2/3/2026 NewEdge Wealth LLC51,903$1.10M0.0%-1.8%0.171%
2/3/2026 International Assets Investment Management LLC32,468$688K0.0%-33.5%0.107%
2/3/2026 FSB Premier Wealth Management Inc.119,650$2.54M0.8%-6.2%0.394%
2/3/2026 RFG Advisory LLC25,855$548K0.0%+2.1%0.085%
2/2/2026 Benjamin Edwards Inc.318,846$6.76M0.1%+44.2%1.049%
2/2/2026Mutual Advisors LLC56,133$1.19M0.0%-69.0%0.185%
1/30/2026 Sigma Planning Corp29,249$620K0.0%-47.0%0.097%
1/29/2026 Kestra Private Wealth Services LLC60,508$1.28M0.0%-1.8%0.201%
1/29/2026Sanctuary Advisors LLC75,271$1.60M0.0%-10.8%0.250%
1/29/2026 Concurrent Investment Advisors LLC670,866$14.22M0.2%+114.9%2.232%
1/26/2026 Iams Wealth Management LLC59,411$1.26M0.5%-6.3%0.198%
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1/26/2026 Independent Wealth Network Inc.10,763$228K0.1%-17.4%0.036%
1/26/2026 Private Trust Co. NA4,025$85K0.0%+406.3%0.013%
1/26/2026 Milestones Private Investment Advisors LLC11,505$244K0.2%+11.7%0.038%
1/23/2026 HBW Advisory Services LLC23,432$497K0.1%+143.1%0.078%
1/20/2026 BAM Wealth Management LLC20,275$430K0.3%N/A0.067%
1/16/2026 Perigon Wealth Management LLC30,043$637K0.0%+10.4%0.100%
1/16/2026 Balboa Wealth Partners10,114$214K0.0%N/A0.034%
1/12/2026 Daymark Wealth Partners LLC29,761$631K0.0%+134.9%0.099%
1/7/2026 TCP Asset Management LLC953,224$20.21M3.4%+7.0%3.183%
1/7/2026 Winebrenner Capital Management LLC36,092$765K0.5%-1.5%0.121%


FIIG Institutional Ownership - Frequently Asked Questions

During the previous two years, 134 institutional investors and hedge funds held shares of First Trust Intermediate Duration Investment Grade Corporate ETF. The most heavily invested institutionals were LPL Financial LLC ($93.50M), Morgan Stanley ($52.63M), Commonwealth Equity Services LLC ($44.47M), Cetera Investment Advisers ($35.89M), Envestnet Asset Management Inc. ($30.79M), Manchester Financial Inc. ($22.16M), and TCP Asset Management LLC ($20.21M).Learn more on First Trust Intermediate Duration Investment Grade Corporate ETF's institutional investors.

Of the 125 institutional investors that purchased First Trust Intermediate Duration Investment Grade Corporate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($2.15M), Commonwealth Equity Services LLC ($1.73M), Cetera Investment Advisers ($1.51M), TCP Asset Management LLC ($953.22K), Manchester Financial Inc. ($896.96K), Concurrent Investment Advisors LLC ($858.84K), and Stephens Inc. AR ($769.79K).

Institutional investors have bought a total of 7,936,886 shares in the last 24 months. This purchase volume represents approximately $167.60M in transactions.

Of the 34 institutional investors that sold First Trust Intermediate Duration Investment Grade Corporate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($406.96K), Concurrent Investment Advisors LLC ($187.97K), Mutual Advisors LLC ($125.15K), Avior Wealth Management LLC ($50.28K), Kestra Private Wealth Services LLC ($28.49K), Sigma Planning Corp ($25.97K), and Orion Porfolio Solutions LLC ($22.65K).

Institutional investors have sold a total of 969,856 shares in the last 24 months. This volume of shares sold represents approximately $20.52M in transactions.


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Institutional ownership data for NYSEARCA:FIIG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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