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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-165,644
Closed -$3.14M – 1619
2025
Q1 		$3.14M Sell
165,644
-4,489
-3% -$84.9K 0.04% 481
2024
Q4 		$3.21M Sell
170,133
-12,433
-7% -$236K 0.04% 485
2024
Q3 		$3.51M Buy
182,566
+6,664
+4% +$127K 0.04% 440
2024
Q2 		$3.31M Buy
175,902
+11,301
+7% +$211K 0.04% 455
2024
Q1 		$3.09M Buy
164,601
+30,937
+23% +$583K 0.03% 483
2023
Q4 		$2.53M Buy
133,664
+64,062
+92% +$1.19M 0.03% 533
2023
Q3 		$1.28M Buy
69,602
+1,200
+2% +$22.3K 0.02% 716
2023
Q2 		$1.28M Buy
68,402
+6,551
+11% +$123K 0.02% 741
2023
Q1 		$1.16M Buy
61,851
+5,160
+9% +$96.7K 0.02% 735
2022
Q4 		$1.06M Buy
56,691
+43,015
+315% +$799K 0.02% 721
2022
Q3 		$252K Buy
+13,676
New +$258K ﹤0.01% 1403

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Ameriprise
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Royal Bank of Canada
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CAG
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Envestnet Asset Management
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Raymond James Financial
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VAS
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