Acorn Wealth Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Acorn Wealth Advisors’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	–	Sell	-15,950	Closed	-$302K	–	306
2026 Q1	$302K	Buy	15,950 +651	+4%	+$12.4K	0.09%	196
2025 Q4	$294K	Buy	15,299 +824	+6%	+$15.8K	0.09%	209
2025 Q3	$278K	Buy	14,475 +3,995	+38%	+$76.6K	0.09%	223
2025 Q2	$200K	Buy	+10,480	New	+$199K	0.07%	244
2025 Q1	–	Sell	-12,947	Closed	-$244K	–	233
2024 Q4	$244K	Buy	12,947 +895	+7%	+$17K	0.1%	200
2024 Q3	$231K	Buy	+12,052	New	+$230K	0.1%	203

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

Acorn Wealth Advisors's FSIG Position: Q2 2026 in Review

Acorn Wealth Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2026, closing a stake of 15,950 shares — an estimated $302K sold.

Acorn Wealth Advisors first reported a position in FSIG in Q3 2024 and held it in 6 quarters. The position peaked at $302K in Q1 2026. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Acorn Wealth Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2026 after selling out during the quarter.
Acorn Wealth Advisors sold 15,950 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $302K.
Acorn Wealth Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2024 and held it in 6 quarters.
Acorn Wealth Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $302K in Q1 2026.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.