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Atria Investments’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Atria Investments’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 		$1.17M Buy
61,891
+1,534
+3% +$29.1K 0.01% 1030
2026
Q1 		$1.14M Buy
60,357
+4,631
+8% +$88.5K 0.01% 985
2025
Q4 		$1.07M Sell
55,726
-2,100
-4% -$40.3K 0.01% 1027
2025
Q3 		$1.11M Buy
57,826
+4,158
+8% +$79.7K 0.01% 1000
2025
Q2 		$1.03M Buy
53,668
+11,932
+29% +$227K 0.01% 1025
2025
Q1 		$790K Sell
41,736
-13,370
-24% -$253K 0.01% 1113
2024
Q4 		$1.04M Buy
55,106
+7,795
+16% +$148K 0.01% 956
2024
Q3 		$908K Buy
47,311
+10,916
+30% +$208K 0.01% 1018
2024
Q2 		$682K Sell
36,395
-135,660
-79% -$2.54M 0.01% 1142
2024
Q1 		$3.23M Buy
172,055
+25,804
+18% +$486K 0.04% 476
2023
Q4 		$2.77M Sell
146,251
-9,269
-6% -$172K 0.04% 473
2023
Q3 		$2.86M Sell
155,520
-12,173
-7% -$226K 0.05% 448
2023
Q2 		$3.12M Buy
167,693
+24,074
+17% +$452K 0.06% 402
2023
Q1 		$2.7M Buy
+143,619
New +$2.69M 0.05% 437

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments's FSIG Position: Q2 2026 in Review

Atria Investments increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 2.5% in Q2 2026, buying an estimated $29.1K and bringing the position to 61,891 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1030.

Atria Investments first reported a position in FSIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.23M in Q1 2024. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Atria Investments held 61,891 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.17M as of Q2 2026.
  • Atria Investments bought 1,534 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $29.1K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1030 holding.
  • Atria Investments first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 14 quarters since.
  • Atria Investments's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $3.23M in Q1 2024.
  • 164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.