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

Ascent 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
Q1 		$493K Buy
26,033
+623
+2% +$11.9K 0.02% 507
2025
Q4 		$488K Buy
25,410
+4,069
+19% +$78.2K 0.02% 500
2025
Q3 		$410K Buy
+21,341
New +$409K 0.01% 535

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ascent Group's FSIG Position: Q1 2026 in Review

Ascent Group increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 2.5% in Q1 2026, buying an estimated $11.9K and bringing the position to 26,033 shares worth $493K. The position accounts for 0.02% of the portfolio, ranked #507.

Ascent Group first reported a position in FSIG in Q3 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

  • Ascent Group held 26,033 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $493K as of Q1 2026.
  • Ascent Group bought 623 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $11.9K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.02% of Ascent Group's portfolio in Q1 2026, its #507 holding.
  • Ascent Group first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.