First Trust Intermediate Duration Investment Grade Corporate

FIIG • ARCA

First Trust Intermediate Duration Investment Grade Corporate is an exchange-traded fund on ARCA. As of Q3 2025, 105 institutional investors hold shares in this ETF, with total holdings valued at $425.7M. LPL Financial LLC is the largest holder with a position valued at $80.7M.

Overview

Overview of institutional ownership in FIIG as of Q3 2025

All Institutions

Institutions: 105
Value Held: $425.7M
Shares Held: 20.1M
Avg Position: $4.1M
Median Position: $777.8K

Hedge Funds

Hedge Funds: 1
Value Held: $777.8K
Shares Held: 36.6K
Avg Position: $777.8K
Median Position: $777.8K

Biggest Investors

Institutions with the largest positions in FIIG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$80.7M 0.02% of portfolio	3.8M shares	Q1 2024 Held for 1y 8m	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$49.4M 0.00% of portfolio	2.3M shares	Q1 2024 Held for 1y 8m	$1.65T
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$34.3M 0.04% of portfolio	1.6M shares	Q4 2024 Held for 11 months	$85.4B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$30.8M 0.01% of portfolio	1.5M shares	Q4 2023 Held for 1y 11m	$341.99B
TCP Asset Management, LLC RIA/Wealth	Joshua Richard Allen CEO	$18.9M 3.37% of portfolio	891.0K shares	Q3 2025 Held for 2 months	$560.5M
Per Stirling Capital Management, LLC. RIA/Wealth	John Per Osullivan Managing Partner	$15.2M 1.83% of portfolio	716.6K shares	Q3 2024 Held for 1y 2m	$832.7M
MANCHESTER FINANCIAL INC RIA/Wealth	Robert James Katch President	$12.4M 2.50% of portfolio	583.9K shares	Q3 2024 Held for 1y 2m	$495.4M
Kestra Advisory Services, LLC RIA/Wealth	John Vincent Amore President	$10.8M 0.05% of portfolio	510.4K shares	Q1 2024 Held for 1y 8m	$21.7B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$9.6M 0.01% of portfolio	453.2K shares	Q4 2023 Held for 1y 11m	$71.1B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$9.6M 0.00% of portfolio	450.1K shares	Q3 2025 Held for 2 months	$691.34B

Net Capital Flow

Institutional buying and selling activity for FIIG in Q3 2025

Traded: +$54.0M
Buyers: 70
Sellers: 40
Total Bought: +$73.6M
Total Sold: −$19.6M
Avg Position: $3.6M

Biggest Buyers

Institution	Net Bought	Current Position
TCP Asset Management, LLC RIA/Wealth	+$18.9M +891.0K shares	$18.9M 891.0K shares
GOLDMAN SACHS GROUP INC Institution	+$9.6M +450.1K shares	$9.6M 450.1K shares
L LPL Financial LLC Institution	+$8.9M +420.8K shares	$80.7M 3.8M shares
Cetera Investment Advisers RIA/Wealth	+$4.7M +223.2K shares	$34.3M 1.6M shares
E EWG Elevate Inc. Institution	+$3.5M +165.2K shares	$3.5M 165.2K shares
Mutual Advisors, LLC RIA/Wealth	+$3.1M +146.0K shares	$3.9M 181.3K shares
HighTower Advisors, LLC RIA/Wealth	+$2.8M +134.2K shares	$6.9M 325.1K shares
MORGAN STANLEY RIA/Wealth	+$2.8M +129.6K shares	$49.4M 2.3M shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	+$1.8M +84.6K shares	$7.9M 370.0K shares
MANCHESTER FINANCIAL INC RIA/Wealth	+$1.7M +81.7K shares	$12.4M 583.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
Mach-1 Financial Group, Inc. RIA/Wealth	−$6.5M −309.6K shares	Sold Off 0 shares
Concurrent Investment Advisors, LLC RIA/Wealth	−$4.0M −188.0K shares	$6.6M 312.2K shares
Visionary Wealth Advisors RIA/Wealth	−$2.1M −100.4K shares	Sold Off 0 shares
JPMORGAN CHASE & CO Institution	−$2.1M −100.1K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$1.0M −49.2K shares	Sold Off 0 shares
F FLOW TRADERS U.S. LLC Institution	−$954.8K −45.5K shares	Sold Off 0 shares
O OLD MISSION CAPITAL LLC Institution	−$459.1K −21.9K shares	Sold Off 0 shares
A Advisor Group Holdings, Inc. Institution	−$412.5K −19.5K shares	$3.0M 142.4K shares
Traction Financial Partners, LLC RIA/Wealth	−$249.6K −11.9K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$225.2K −10.7K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FIIG in Q3 2025

New Positions: 10
New Value: $23.4M
Exited Positions: 13
Exited Value: $13.7M

New Positions

Institution	Position Value
TCP Asset Management, LLC RIA/Wealth	$18.9M 891.0K shares
E EWG Elevate Inc. Institution	$3.5M 165.2K shares
S STIFEL FINANCIAL CORP Long Only Manager	$438.0K 20.6K shares
AMERIPRISE FINANCIAL INC Institution	$384.9K 18.1K shares
Hanson McClain, Inc. RIA/Wealth	$63.7K 3.0K shares
A Advisory Services Network, LLC RIA/Wealth	$60.9K 2.9K shares
CULLEN/FROST BANKERS, INC. Institution	$31.8K 1.5K shares
F Financial Gravity Wealth, Inc. Institution	$19.3K 909.0 shares
Smartleaf Asset Management LLC Long Only Manager	$9.4K 441.0 shares
BANK OF AMERICA CORP /DE/ Institution	$637.0 30.0 shares

Exited Positions

Institution	Previous Position
Mach-1 Financial Group, Inc. RIA/Wealth	$6.5M 309.6K shares
Visionary Wealth Advisors RIA/Wealth	$2.1M 100.4K shares
JPMORGAN CHASE & CO Institution	$2.1M 100.1K shares
J JANE STREET GROUP, LLC Institution	$1.0M 49.2K shares
F FLOW TRADERS U.S. LLC Institution	$954.8K 45.5K shares
O OLD MISSION CAPITAL LLC Institution	$459.1K 21.9K shares
Traction Financial Partners, LLC RIA/Wealth	$249.6K 11.9K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$225.2K 10.7K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$18.5K 883.0 shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	$16.0K 764.0 shares

Options Activity

Institutions with the largest Call and Put options positions in FIIG as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with FIIG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
NORTHEAST PLANNING ASSOCIATES, INC. / NH / RIA/Wealth	Edward Charles Hiers CEO	6.07% $7.2M	336.8K shares	Q1 2025 Held for 8 months	$117.9M
TCP Asset Management, LLC RIA/Wealth	Joshua Richard Allen CEO	3.37% $18.9M	891.0K shares	Q3 2025 Held for 2 months	$560.5M
O Owen LaRue, LLC Institution	-	2.90% $7.1M	334.6K shares	Q1 2024 Held for 1y 8m	$244.6M
MANCHESTER FINANCIAL INC RIA/Wealth	Robert James Katch President	2.50% $12.4M	583.9K shares	Q3 2024 Held for 1y 2m	$495.4M
Per Stirling Capital Management, LLC. RIA/Wealth	John Per Osullivan Managing Partner	1.83% $15.2M	716.6K shares	Q3 2024 Held for 1y 2m	$832.7M
E EWG Elevate Inc. Institution	-	1.10% $3.5M	165.2K shares	Q3 2025 Held for 2 months	$320.0M
Sequent Planning LLC RIA/Wealth	Chelsea Kiehler President	1.09% $3.8M	176.7K shares	Q1 2024 Held for 1y 8m	$343.0M
FSB PREMIER WEALTH MANAGEMENT, INC. RIA/Wealth	Ryan J Risetter CEO	0.89% $2.7M	127.5K shares	Q2 2024 Held for 1y 5m	$303.5M
WINEBRENNER CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	Earl George Winebrenner Managing Partner	0.56% $777.8K	36.6K shares	Q4 2024 Held for 11 months	$137.9M
IAMS WEALTH MANAGEMENT, LLC RIA/Wealth	Charles Richard Heuring CEO	0.54% $1.3M	63.4K shares	Q2 2024 Held for 1y 5m	$247.9M

Hedge Fund Spotlight

Discover hedge funds investing in FIIG

WINEBRENNER CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerEarl George Winebrenner

Portfolio Value: $137.9M
Positions: 133
Last Reported: Q3 2025

Sector Allocation

Position in First Trust Intermediate Duration Investment Grade Corporate

Market Value: $777.8K
Shares Held: 36.6K
Portfolio Weight: 0.56%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$6.4M	4.66%
2 Nvidia NVDA	Semiconductors Technology	$6.3M	4.58%
3 Pacer Pacific Asset Floating Rate High Income FLRT	ETF ETF	$5.6M	4.08%

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