Atria Wealth Solutions’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-165,644
| Closed | -$3.14M | – | 1616 |
|
2025
Q1 | $3.14M | Sell |
165,644
-4,489
| -3% | -$85K | 0.04% | 479 |
|
2024
Q4 | $3.21M | Sell |
170,133
-12,433
| -7% | -$235K | 0.04% | 483 |
|
2024
Q3 | $3.51M | Buy |
182,566
+6,664
| +4% | +$128K | 0.04% | 438 |
|
2024
Q2 | $3.31M | Buy |
175,902
+11,301
| +7% | +$212K | 0.04% | 453 |
|
2024
Q1 | $3.09M | Buy |
164,601
+30,937
| +23% | +$581K | 0.03% | 481 |
|
2023
Q4 | $2.53M | Buy |
133,664
+64,062
| +92% | +$1.21M | 0.03% | 529 |
|
2023
Q3 | $1.28M | Buy |
69,602
+1,200
| +2% | +$22.1K | 0.02% | 713 |
|
2023
Q2 | $1.28M | Buy |
68,402
+6,551
| +11% | +$122K | 0.02% | 738 |
|
2023
Q1 | $1.16M | Buy |
61,851
+5,160
| +9% | +$97.2K | 0.02% | 734 |
|
2022
Q4 | $1.06M | Buy |
56,691
+43,015
| +315% | +$803K | 0.02% | 719 |
|
2022
Q3 | $252K | Buy |
+13,676
| New | +$252K | ﹤0.01% | 1395 |
|