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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Atria Wealth Solutions's FSIG Position: Q2 2025 in Review

Atria Wealth Solutions sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2025, closing a stake of 165,644 shares — an estimated $3.14M sold.

Atria Wealth Solutions first reported a position in FSIG in Q3 2022 and held it in 11 quarters. The position peaked at $3.51M in Q3 2024. 157 funds tracked by Wall St. Rank hold FSIG as of Q2 2025.

Atria Wealth Solutions reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 165,644 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2025, an estimated $3.14M.
Atria Wealth Solutions first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2022 and held it in 11 quarters.
Atria Wealth Solutions's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $3.51M in Q3 2024.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.