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Disclosery

FIIG FIRST TR EXCHANGE-TRADED FD

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INTER GRADE ETF (fund)

126 managers (128 13F filers) reported a position in FIIG shares at 2026-03-31, 25,803,850 shares in all. 23 filers opened a position and 11 filers sold out during the quarter.

Managers
126
13F filers
128
New
23
Added
71
Reduced
25
Sold out
11
Shares held by filers
25,803,850

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC4,852,167$101M0.03%+441,70513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,546,486$52.8M<0.01%+64,01913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,856,612$38.5M0.05%-241,14413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,744,230$36.2M+203,850Timeline
Cetera Investment Advisers1,729,781$35.9M0.04%+24,85513F-HRTimeline
TCP Asset Management, LLC1,397,278$29M3.73%+444,05413F-HRTimeline
MANCHESTER FINANCIAL INC1,068,062$22.2M4.25%+110,57013F-HRTimeline
Per Stirling Capital Management, LLC.880,325$18.3M2.02%+137,52413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…761,660$15.8M0.2%+339,53313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding605,030$12.6M+7,501Timeline
Cambridge Investment Research Advisors,…537,691$11.2M0.03%+58,60113F-HRTimeline
Rehmann Capital Advisory Group489,871$10.2M0.53%+118,38213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP462,533$9.6M0.01%+117,89413F-HRTimelineGroup
&PARTNERS411,271$8.53M0.04%+18,58513F-HRTimeline
HighTower Advisors, LLC389,839$8.09M0.01%+52,68413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC366,373$7.6M0.08%+47,52713F-HRTimelineGroup
NewEdge Advisors, LLC366,000$7.59M0.03%+243,07413F-HR/ATimeline
Mach-1 Financial Group, LLC360,331$7.48M2.63%+46,04913F-HRTimeline
Owen LaRue, LLC290,546$6.03M2.31%-32,87313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC238,285$4.94M0.01%+28,70113F-HRTimelineGroup
Csenge Advisory Group237,188$4.92M0.23%+10,52113F-HRTimeline
Janney Montgomery Scott LLC210,854$4.38M0.01%+27,13013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp205,029$4.25M<0.01%+19,81313F-HRTimelineGroup
Avior Wealth Management, LLC180,401$3.74M0.11%new13F-HRTimeline
Sequent Planning LLC175,186$3.64M0.88%+1,28213F-HRTimeline
Gateway Wealth Partners, LLC167,614$3.48M0.14%+93,62313F-HRTimeline
Orion Porfolio Solutions, LLC147,927$3.07M0.03%+3,93613F-HRTimeline
Kingsview Wealth Management, LLC138,701$2.88M0.04%-6,53813F-HRTimeline
Prospera Financial Services Inc132,762$2.75M0.04%+9,33113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC132,222$2.74M0.69%+77,05213F-HRTimeline
IFP Advisors, Inc131,685$2.73M0.06%+9,54613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC130,652$2.71M0.06%+111,08113F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…116,652$2.42M<0.01%+104,33113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.114,715$2.38M<0.01%-36,78013F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.111,209$2.31M0.72%-8,44113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…96,066$1.99M0.04%-4,61813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC84,809$1.76M<0.01%-79,97813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.78,611$1.67M0.01%+1,83113F-HRTimelineGroup
Sanctuary Advisors, LLC79,241$1.64M0.01%+3,97013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC77,600$1.61M0.01%+28,86113F-HRTimelineGroup
AE Wealth Management LLC72,893$1.51M0.01%+1,42213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC71,537$1.48M<0.01%+8,03213F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC67,527$1.4M0.49%+8,11613F-HRTimeline
Pacific Excel Wealth Advisors, Inc.65,437$1.36M1.43%+30,65913F-HRTimeline
Atria Investments, Inc58,928$1.22M0.01%+6,09713F-HRTimeline
Bullseye Investment Management, LLC55,386$1.15M0.62%-40,09913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,350$1.09M<0.01%+28,07613F-HRTimelineGroup
NewEdge Wealth, LLC51,997$1.08M0.01%+9413F-HRTimeline
Independent Advisor Alliance45,890$952K0.01%new13F-HRTimeline
Private Advisor Group, LLC45,564$945K<0.01%+4,76513F-HRTimeline
Everest Financial Group LLC45,000$934K0.15%new13F-HRTimeline
Snowden Capital Advisors LLC43,739$908K0.02%-17,52813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC43,250$897K0.03%+13,48913F-HRTimeline
Impact Partnership Wealth, LLC38,465$798K0.1%-1,83813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC36,307$753K0.48%+21513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…36,278$753K0.01%-634,58813F-HRTimelineGroup
Harvest Investment Services, LLC35,926$745K0.14%-34913F-HRTimeline
Sigma Planning Corp34,104$708K0.02%+4,85513F-HRTimeline
Mutual Advisors, LLC32,778$680K0.01%-23,35513F-HRTimeline
Perigon Wealth Management, LLC31,788$660K0.01%+1,74513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…30,646$636K0.04%-1,82213F-HRTimeline
RFG Advisory, LLC30,566$634K0.01%+4,71113F-HRTimeline
Pinnacle Family Advisors, LLC30,532$634K0.3%+1,38413F-HRTimeline
BAM Wealth Management, LLC30,453$632K0.47%+10,17813F-HRTimeline
Ignite Planners, LLC26,782$570K0.09%+11,82513F-HRTimeline
LaSalle St. Investment Advisors, LLC27,433$569K0.08%-22513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management26,815$556K0.02%+2,97213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,215$544K0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.25,660$532K0.01%+1,00413F-HRTimeline
HBW ADVISORY SERVICES LLC25,191$523K0.06%+1,75913F-HRTimeline
NOVEM GROUP22,688$471K0.05%new13F-HRTimeline
BlueChip Wealth Advisors LLC21,289$442K0.19%+3,54113F-HRTimeline
Keystone Wealth Services, LLC21,000$436K0.09%013F-HRTimeline
Farther Finance Advisors, LLC20,984$435K<0.01%new13F-HRTimeline
Asset Allocation Strategies LLC20,581$427K0.08%+1,10113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC18,855$391K0.01%+20713F-HRTimelineGroup
MGO ONE SEVEN LLC18,027$374K0.01%new13F-HRTimeline
World Investment Advisors17,888$371K0.01%+1,83813F-HRTimeline
Arkadios Wealth Advisors17,041$354K0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.16,389$340K<0.01%+4,73013F-HRTimeline
Foundations Investment Advisors, LLC16,260$337K<0.01%-86113F-HRTimeline
Betterment LLC16,067$333K<0.01%+2,60713F-HRTimeline
Rossby Financial, LCC15,766$327K0.07%+1,77513F-HRTimeline
GeoWealth Management, LLC15,627$324K0.01%+91513F-HRTimeline
Omnitrust Wealth Management, Inc15,228$316K0.41%+84313F-HRTimeline
Triad Wealth Partners, LLC14,862$308K0.02%new13F-HRTimeline
BARRETT & COMPANY, INC.14,332$297K0.1%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC13,848$287K0.09%+12813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …13,760$286K0.02%+2,16913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC13,506$280K<0.01%+15613F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED13,221$274K0.02%new13F-HRTimeline
Milestones Private Investment Advisors …11,568$240K0.21%+6313F-HRTimeline
Advisory Alpha, LLC9,938$206K0.01%-2,94713F-HRTimeline
Independent Wealth Network Inc.9,667$201K0.06%-1,09613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC9,592$199K0.06%+73113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,459$176K<0.01%-4,63613F-HRTimelineGroup
Synergy Investment Management, LLC7,937$165K0.05%-3,02313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.5,085$106K0.08%+69613F-HRTimeline
Triumph Capital Management4,200$87.2K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA4,025$83.5K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,761$78K<0.01%new13F-HRTimeline
Roxbury Financial LLC3,008$62.4K0.06%new13F-HRTimeline
Advisory Services Network, LLC2,868$59.5K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.2,826$58.6K0.02%-14313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,036$42.2K<0.01%+40713F-HRTimelineGroup
My Portfolio Guide, LLC1,716$35.6K0.02%13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,594$33.1K0.03%+19013F-HRTimeline
Aptus Capital Advisors, LLC1,500$31.1K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,500$31.1K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,260$26.1K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC1,080$22.4K0.01%+2513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…883$18.3K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC782$16.3K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC600$12.4K0.01%new13F-HRTimeline
Topsail Wealth Management, LLC450$9.34K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…287$5.96K<0.01%new13F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST237$4.92K<0.01%013F-HRTimeline
Key Capital Management, INC223$4.63K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.154$3.2K<0.01%-18913F-HRTimeline
Capital Investment Advisory Services, L…150$3.11K<0.01%+10613F-HRTimeline
Wagner Wealth Management, LLC136$2.82K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC128$2.64K<0.01%-11113F-HRTimeline
Strive Financial Group ,LLC38$1K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC8$166<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2$43<0.01%new13F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1$36<0.01%-61613F-HRTimelineGroup