AmeriFlex Group’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

AmeriFlex Group’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	$6.3K	Hold	334	–	–	﹤0.01%	983
2026 Q1	$6.33K	Buy	334 +230	+221%	+$4.4K	﹤0.01%	798
2025 Q4	$2K	Sell	104 -104	-50%	-$2K	﹤0.01%	995
2025 Q3	$4K	Sell	208 -3,588	-95%	-$68.8K	﹤0.01%	936
2025 Q2	$72.5K	Buy	3,796 +1,054	+38%	+$20K	0.04%	309
2025 Q1	$51.9K	Sell	2,742 -583	-18%	-$11K	0.02%	457
2024 Q4	$62.8K	Buy	+3,325	New	+$63.1K	0.03%	391

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

AmeriFlex Group's FSIG Position: Q2 2026 in Review

AmeriFlex Group held its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) position steady in Q2 2026 at 334 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

AmeriFlex Group first reported a position in FSIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $72.5K in Q2 2025. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

AmeriFlex Group held 334 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $6.3K as of Q2 2026.
AmeriFlex Group left its First Trust Limited Duration Investment Grade Corporate ETF share count unchanged in Q2 2026.
First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #983 holding.
AmeriFlex Group first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $72.5K in Q2 2025.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.