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

AE 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	$729K	Buy	38,682 +8,850	+30%	+$168K	﹤0.01%	1043
2026 Q1	$565K	Sell	29,832 -684	-2%	-$13.1K	﹤0.01%	1049
2025 Q4	$586K	Sell	30,516 -3,744	-11%	-$71.9K	﹤0.01%	984
2025 Q3	$658K	Sell	34,260 -1,520	-4%	-$29.1K	﹤0.01%	872
2025 Q2	$684K	Sell	35,780 -7,381	-17%	-$140K	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%	-$133K	0.02%	550
2024 Q3	$2.01M	Buy	104,447 +16,941	+19%	+$323K	0.02%	532
2024 Q2	$1.64M	Buy	87,506 +10,512	+14%	+$197K	0.02%	578
2024 Q1	$1.45M	Sell	76,994 -37,628	-33%	-$709K	0.02%	576
2023 Q4	$2.16M	Buy	114,622 +14,626	+15%	+$272K	0.01%	875
2023 Q3	$1.84M	Buy	99,996 +7,977	+9%	+$148K	0.01%	878
2023 Q2	$1.71M	Buy	92,019 +62,281	+209%	+$1.17M	0.01%	887
2023 Q1	$560K	Buy	+29,738	New	+$557K	﹤0.01%	1296

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

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

AE Wealth Management increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 30% in Q2 2026, buying an estimated $168K and bringing the position to 38,682 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

AE Wealth Management first reported a position in FSIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.16M in Q4 2023. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

AE Wealth Management held 38,682 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $729K as of Q2 2026.
AE Wealth Management bought 8,850 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $168K.
First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1043 holding.
AE Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 14 quarters since.
AE Wealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $2.16M in Q4 2023.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.