Arkadios Wealth Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Arkadios Wealth 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	$376K	Buy	19,949 +980	+5%	+$18.6K	0.01%	1273
2026 Q1	$359K	Buy	18,969 +3,846	+25%	+$73.5K	0.01%	1270
2025 Q4	$290K	Buy	15,123 +211	+1%	+$4.05K	0.01%	1266
2025 Q3	$286K	Buy	14,912 +1,244	+9%	+$23.8K	0.01%	1174
2025 Q2	$261K	Buy	13,668 +1,400	+11%	+$26.6K	0.01%	1106
2025 Q1	$232K	Sell	12,268 -698	-5%	-$13.2K	0.01%	997
2024 Q4	$245K	Sell	12,966 -3,421	-21%	-$64.9K	0.01%	801
2024 Q3	$315K	Buy	16,387 +4,373	+36%	+$83.3K	0.02%	689
2024 Q2	$225K	Buy	+12,014	New	+$225K	0.02%	735

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

Arkadios Wealth Advisors's FSIG Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 5.2% in Q2 2026, buying an estimated $18.6K and bringing the position to 19,949 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #1273.

Arkadios Wealth Advisors first reported a position in FSIG in Q2 2024 and has held it in 9 quarters since. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Arkadios Wealth Advisors held 19,949 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $376K as of Q2 2026.
Arkadios Wealth Advisors bought 980 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $18.6K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1273 holding.
Arkadios Wealth Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2024 and has held it in 9 quarters since.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.