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Disclosery

FIIG FIRST TR EXCHANGE-TRADED FD

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INTER GRADE ETF (fund)

137 managers (139 13F filers) reported a position in FIIG shares at 2026-06-30, 25,907,549 shares in all. 22 filers opened a position and 9 filers sold out during the quarter.

Managers
137
13F filers
139
New
22
Added
72
Reduced
26
Sold out
9
Shares held by filers
25,907,549

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC4,859,040$101M0.02%+6,87313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,702,158$56M<0.01%+155,67213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,963,211$40.7M+218,981Timeline
MANCHESTER FINANCIAL INC1,582,304$32.8M5.83%+514,24213F-HRTimeline
TCP Asset Management, LLC1,507,135$31.2M3.54%+109,85713F-HRTimeline
Cetera Investment Advisers1,319,500$27.3M0.02%-410,28113F-HRTimeline
Per Stirling Capital Management, LLC.883,962$18.3M1.74%+3,63713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…765,223$15.8M0.18%+3,56313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding635,843$13.2M+30,813Timeline
Cambridge Investment Research Advisors,…546,048$11.3M0.03%+8,35713F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP518,470$10.7M0.01%+55,93713F-HRTimelineGroup
Rehmann Capital Advisory Group488,337$10.1M0.46%-1,53413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC474,617$9.83M0.01%-1,381,99513F-HRTimeline
&PARTNERS446,702$9.25M0.04%+35,43113F-HRTimeline
NewEdge Advisors, LLC433,525$8.98M0.03%+67,52513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC393,377$8.15M0.07%+27,00413F-HRTimelineGroup
Mach-1 Financial Group, LLC343,076$7.11M2.75%-17,25513F-HRTimeline
Owen LaRue, LLC299,015$6.19M2.16%+8,46913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC258,677$5.36M<0.01%new13F-HRTimelineGroup
Csenge Advisory Group251,057$5.2M0.21%+13,86913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC249,038$5.16M0.01%+10,75313F-HRTimelineGroup
Janney Montgomery Scott LLC235,916$4.89M0.01%+25,06213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp217,902$4.51M<0.01%+12,87313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC178,036$3.69M0.01%+93,22713F-HRTimeline
Kingsview Wealth Management, LLC169,747$3.52M0.04%+31,04613F-HRTimeline
HighTower Advisors, LLC164,463$3.41M<0.01%-225,37613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.149,423$3.09M<0.01%+34,70813F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.149,149$3.09M0.87%+37,94013F-HRTimeline
IFP Advisors, Inc147,458$3.05M0.06%+15,77313F-HRTimeline
Orion Porfolio Solutions, LLC139,146$2.88M0.02%-8,78113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC133,261$2.76M0.05%+2,60913F-HRTimeline
Gateway Wealth Partners, LLC133,052$2.76M0.17%-34,56213F-HRTimeline
Avior Wealth Management, LLC130,123$2.69M0.07%-50,27813F-HRTimeline
Prospera Financial Services Inc127,695$2.64M0.04%-5,06713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC124,844$2.59M<0.01%+53,30713F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC117,029$2.42M0.55%-15,19313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP93,771$1.94M<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC93,698$1.94M<0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.91,916$1.9M0.03%-4,15013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…91,169$1.89M<0.01%-25,48313F-HRTimelineGroup
HRT FINANCIAL LP87,880$1.82M<0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC83,822$1.74M0.01%+6,22213F-HRTimelineGroup
Sanctuary Advisors, LLC80,998$1.68M0.01%+1,75713F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC71,489$1.48M0.45%+3,96213F-HRTimeline
AE Wealth Management LLC70,656$1.46M0.01%-2,23713F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD65,271$1.35M0.28%13F-HRTimeline
Atria Investments, Inc64,430$1.33M0.01%+5,50213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,802$1.24M<0.01%+7,45213F-HRTimelineGroup
NewEdge Wealth, LLC59,463$1.23M0.01%+7,46613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…56,069$1.16M0.01%+19,79113F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.52,401$1.09M0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC52,401$1.09M0.02%new13F-HRTimeline
Snowden Capital Advisors LLC49,370$1.02M0.02%+5,63113F-HRTimeline
True Blue Financial, LLC47,587$986K0.42%new13F-HRTimeline
BAM Wealth Management, LLC44,128$914K0.57%+13,67513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …43,962$910K0.01%new13F-HRTimelineGroup
RFG Advisory, LLC43,680$905K0.01%+13,11413F-HRTimeline
HARBOUR INVESTMENTS, INC.42,504$880K0.01%+16,84413F-HRTimeline
Everest Financial Group LLC41,000$849K0.11%-4,00013F-HRTimeline
Harvest Investment Services, LLC40,727$843K0.13%+4,80113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …39,651$821K0.01%+13,43613F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC36,703$760K0.02%-6,54713F-HRTimeline
Sequent Planning LLC36,596$758K0.16%-138,59013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC36,307$752K0.46%013F-HRTimeline
Impact Partnership Wealth, LLC36,140$748K0.07%-2,32513F-HRTimeline
KINTRA WEALTH, LLC36,374$746K0.04%new13F-HRTimeline
Providence First Trust Co35,100$727K0.2%new13F-HRTimeline
Ignite Planners, LLC34,965$724K0.1%+8,18313F-HRTimeline
Dynamic Advisor Solutions LLC34,867$722K0.02%new13F-HRTimeline
Sigma Planning Corp34,338$711K0.02%+23413F-HRTimeline
Pinnacle Family Advisors, LLC33,893$702K0.29%+3,36113F-HRTimeline
Perigon Wealth Management, LLC31,922$661K0.01%+13413F-HRTimeline
Coppell Advisory Solutions LLC48,727$651K0.07%new13F-HRTimeline
Mutual Advisors, LLC30,820$638K0.01%-1,95813F-HRTimeline
Asset Allocation Strategies LLC30,088$623K0.1%+9,50713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management29,950$620K0.02%+3,13513F-HRTimelineGroup
Arkadios Wealth Advisors29,787$617K0.01%+12,74613F-HRTimeline
LaSalle St. Investment Advisors, LLC27,909$578K0.07%+47613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,540$570K<0.01%-51,07113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,163$542K0.03%-4,48313F-HRTimeline
HBW ADVISORY SERVICES LLC26,054$540K0.05%+86313F-HRTimeline
NOVEM GROUP24,041$498K0.05%+1,35313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,332$442K0.01%+2,47713F-HRTimelineGroup
BlueChip Wealth Advisors LLC21,289$441K0.17%013F-HRTimeline
Keystone Wealth Services, LLC21,000$435K0.08%013F-HRTimeline
Betterment LLC19,640$407K<0.01%+3,57313F-HRTimeline
World Investment Advisors19,437$403K0.01%+1,54913F-HRTimeline
D.A. DAVIDSON & CO.19,319$400K<0.01%+2,93013F-HRTimeline
MGO ONE SEVEN LLC18,216$377K0.01%+18913F-HRTimeline
Private Advisor Group, LLC17,320$359K<0.01%-28,24413F-HRTimeline
GeoWealth Management, LLC16,951$351K0.01%+1,32413F-HRTimeline
Foundations Investment Advisors, LLC16,110$334K<0.01%-15013F-HRTimeline
Rossby Financial, LCC16,091$333K0.06%+32513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,409$319K0.02%+2,18813F-HRTimeline
GK Wealth Management LLC14,732$305K0.18%new13F-HRTimeline
BARRETT & COMPANY, INC.14,332$297K0.08%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …14,144$293K0.01%+38413F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC13,900$288K0.08%+5213F-HRTimeline
IFG Advisory, LLC13,681$283K0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,665$283K<0.01%+15913F-HRTimelineGroup
Milestones Private Investment Advisors …11,660$241K0.19%+9213F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,747$223K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.9,796$203K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC9,730$202K0.05%+13813F-HRTimeline
Triumph Capital Management9,030$187K0.03%+4,83013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,430$175K<0.01%-2913F-HRTimelineGroup
Synergy Investment Management, LLC7,937$164K0.04%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,311$110K<0.01%+3,27513F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.5,085$105K0.06%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,274$88.5K<0.01%+51313F-HRTimeline
PRIVATE TRUST CO NA4,031$83.5K0.01%+613F-HRTimeline
Roxbury Financial LLC3,032$62.8K0.05%+2413F-HRTimeline
Raleigh Capital Management Inc.2,859$59.2K0.02%+3313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,962$40.6K<0.01%+1,07913F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.1,901$39.4K0.03%+30713F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1,809$37.5K0.02%new13F-HRTimeline
Global Retirement Partners, LLC1,807$37.4K<0.01%13F-HRTimeline
Aptus Capital Advisors, LLC1,500$31.1K<0.01%013F-HRTimeline
Signature Equity Partners, LLC1,163$24.1K0.01%+8313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC782$16.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC613$12.7K<0.01%-20,37113F-HRTimeline
Buck Wealth Strategies, LLC610$12.6K<0.01%new13F-HRTimeline
Regatta Research & Money Management603$12.5K0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC600$12.4K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.557$11.5K0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST237$4.91K<0.01%013F-HRTimeline
Key Capital Management, INC223$4.62K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP163$3.39K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.154$3.19K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…152$3.15K<0.01%+213F-HRTimeline
Continuum Advisory, LLC146$3.02K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC136$2.82K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC128$2.66K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.85$1.76K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC38$787<0.01%013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1$32<0.01%-113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1$25<0.01%013F-HRTimelineGroup