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Altium Investment Strategies’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Altium Investment Strategies’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 		$1.65M Buy
87,600
+26,260
+43% +$497K 2.38% 7
2026
Q1 		$1.17M Buy
+61,340
New +$1.17M 3.43% 7

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Altium Investment Strategies's FSIG Position: Q2 2026 in Review

Altium Investment Strategies increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 43% in Q2 2026, buying an estimated $497K and bringing the position to 87,600 shares worth $1.65M. The position accounts for 2.38% of the portfolio, ranked #7.

Altium Investment Strategies 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.

  • Altium Investment Strategies held 87,600 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.65M as of Q2 2026.
  • Altium Investment Strategies 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 2.38% of Altium Investment Strategies's portfolio in Q2 2026, its #7 holding.
  • Altium Investment Strategies 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 Altium Investment Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.