Accurate Wealth Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Accurate Wealth Management’s Portfolio FSIG Stock Details FSIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.66M	Buy	88,136 +26,260	+42%	+$497K	0.16%	147
2026 Q1	$1.18M	Buy	+61,876	New	+$1.18M	0.14%	157

Other funds holding FSIG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Accurate Wealth Management's FSIG Position: Q2 2026 in Review

Accurate Wealth Management increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 42% in Q2 2026, buying an estimated $497K and bringing the position to 88,136 shares worth $1.66M. The position accounts for 0.16% of the portfolio, ranked #147.

Accurate Wealth Management first reported a position in FSIG in Q1 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Accurate Wealth Management held 88,136 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.66M as of Q2 2026.
Accurate Wealth Management bought 26,260 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $497K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.16% of Accurate Wealth Management's portfolio in Q2 2026, its #147 holding.
Accurate Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2026 and has held it in 2 quarters since.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.