Sequent Planning LLC Has $3.40 Million Holdings in First Trust Intermediate Duration Investment Grade Corporate ETF (NYSEARCA:FIIG)

Sequent Planning LLC increased its position in shares of First Trust Intermediate Duration Investment Grade Corporate ETF (NYSEARCA:FIIG) by 1.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 166,463 shares of the company’s stock after acquiring an additional 2,593 shares during the quarter. First Trust Intermediate Duration Investment Grade Corporate ETF accounts for about 1.2% of Sequent Planning LLC’s holdings, making the stock its 20th largest position. Sequent Planning LLC’s holdings in First Trust Intermediate Duration Investment Grade Corporate ETF were worth $3,404,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. LPL Financial LLC raised its stake in First Trust Intermediate Duration Investment Grade Corporate ETF by 54.7% during the 4th quarter. LPL Financial LLC now owns 2,964,299 shares of the company’s stock valued at $60,620,000 after purchasing an additional 1,048,020 shares during the last quarter. Commonwealth Equity Services LLC raised its position in shares of First Trust Intermediate Duration Investment Grade Corporate ETF by 1.7% in the 4th quarter. Commonwealth Equity Services LLC now owns 332,891 shares of the company’s stock valued at $6,808,000 after acquiring an additional 5,523 shares during the period. Manchester Financial Inc. raised its position in shares of First Trust Intermediate Duration Investment Grade Corporate ETF by 921.0% in the 4th quarter. Manchester Financial Inc. now owns 296,223 shares of the company’s stock valued at $6,058,000 after acquiring an additional 267,211 shares during the period. Avantax Advisory Services Inc. lifted its stake in First Trust Intermediate Duration Investment Grade Corporate ETF by 39.8% in the fourth quarter. Avantax Advisory Services Inc. now owns 212,178 shares of the company’s stock valued at $4,339,000 after buying an additional 60,429 shares in the last quarter. Finally, Csenge Advisory Group lifted its position in shares of First Trust Intermediate Duration Investment Grade Corporate ETF by 21.4% in the fourth quarter. Csenge Advisory Group now owns 202,085 shares of the company’s stock worth $4,133,000 after purchasing an additional 35,653 shares in the last quarter.

First Trust Intermediate Duration Investment Grade Corporate ETF Trading Down 0.0 %

NYSEARCA:FIIG opened at $20.74 on Monday. The firm’s fifty day moving average price is $20.59 and its two-hundred day moving average price is $20.82. First Trust Intermediate Duration Investment Grade Corporate ETF has a one year low of $19.91 and a one year high of $21.60.

About First Trust Intermediate Duration Investment Grade Corporate ETF

The First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed, investing in a broad portfolio of US investment grade, corporate debt securities. The portfolio aims for a dollar-weighted average maturity between three and ten years FIIG was launched on Aug 2, 2023 and is issued by First Trust.