AE Wealth Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Sell |
35,780
-7,381
| -17% | -$141K | 0.01% | 824 |
|
|
2025
Q1 | $817K | Sell |
43,161
-54,290
| -56% | -$1.03M | 0.01% | 766 |
|
|
2024
Q4 | $1.84M | Sell |
97,451
-6,996
| -7% | -$132K | 0.02% | 550 |
|
|
2024
Q3 | $2.01M | Buy |
104,447
+16,941
| +19% | +$325K | 0.02% | 532 |
|
|
2024
Q2 | $1.64M | Buy |
87,506
+10,512
| +14% | +$197K | 0.02% | 577 |
|
|
2024
Q1 | $1.45M | Sell |
76,994
-37,628
| -33% | -$706K | 0.02% | 576 |
|
|
2023
Q4 | $2.16M | Buy |
114,622
+14,626
| +15% | +$276K | 0.01% | 874 |
|
|
2023
Q3 | $1.84M | Buy |
99,996
+7,977
| +9% | +$147K | 0.01% | 876 |
|
|
2023
Q2 | $1.71M | Buy |
92,019
+62,281
| +209% | +$1.16M | 0.01% | 886 |
|
|
2023
Q1 | $560K | Buy |
+29,738
| New | +$560K | ﹤0.01% | 1294 |
|