Aptus Capital Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Aptus Capital 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	$755K	Buy	40,060 +23,310	+139%	+$442K	0.01%	683
2026 Q1	$317K	Sell	16,750 -24,250	-59%	-$464K	﹤0.01%	861
2025 Q4	$787K	Hold	41,000	–	–	0.01%	627
2025 Q3	$788K	Sell	41,000 -5,150	-11%	-$98.7K	0.01%	598
2025 Q2	$882K	Buy	46,150 +1,150	+3%	+$21.8K	0.01%	555
2025 Q1	$852K	Hold	45,000	–	–	0.01%	533
2024 Q4	$849K	Sell	45,000 -9,750	-18%	-$185K	0.01%	526
2024 Q3	$1.05M	Hold	54,750	–	–	0.02%	402
2024 Q2	$1.03M	Hold	54,750	–	–	0.02%	388
2024 Q1	$1.03M	Hold	54,750	–	–	0.02%	391
2023 Q4	$1.04M	Buy	54,750 +9,500	+21%	+$176K	0.03%	286
2023 Q3	$832K	Hold	45,250	–	–	0.02%	318
2023 Q2	$843K	Buy	45,250 +24,250	+115%	+$455K	0.02%	281
2023 Q1	$395K	Hold	21,000	–	–	0.01%	344
2022 Q4	$392K	Buy	+21,000	New	+$390K	0.01%	376

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

Aptus Capital Advisors's FSIG Position: Q2 2026 in Review

Aptus Capital Advisors increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 139% in Q2 2026, buying an estimated $442K and bringing the position to 40,060 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #683.

Aptus Capital Advisors first reported a position in FSIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.05M in Q3 2024. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Aptus Capital Advisors held 40,060 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $755K as of Q2 2026.
Aptus Capital Advisors bought 23,310 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $442K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #683 holding.
Aptus Capital Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Aptus Capital Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.05M in Q3 2024.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.