Arax Advisory Partners’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Arax Advisory Partners’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	$4.34M	Buy	230,021 +215,859	+1,524%	+$4.09M	0.03%	531
2026 Q1	$268K	Hold	14,162	–	–	0.01%	933
2025 Q4	$272K	Buy	+14,162	New	+$272K	0.01%	879
2025 Q3	–	Sell	-15,738	Closed	-$301K	–	3854
2025 Q2	$301K	Buy	15,738 +10,261	+187%	+$195K	0.01%	527
2025 Q1	$104K	Buy	+5,477	New	+$104K	0.01%	714

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

Arax Advisory Partners's FSIG Position: Q2 2026 in Review

Arax Advisory Partners increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 1,524% in Q2 2026, buying an estimated $4.09M and bringing the position to 230,021 shares worth $4.34M. The position accounts for 0.03% of the portfolio, ranked #531.

Arax Advisory Partners first reported a position in FSIG in Q1 2025 and has held it in 5 quarters since. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Arax Advisory Partners held 230,021 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $4.34M as of Q2 2026.
Arax Advisory Partners bought 215,859 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $4.09M.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.03% of Arax Advisory Partners's portfolio in Q2 2026, its #531 holding.
Arax Advisory Partners first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2025 and has held it in 5 quarters since.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.