Avantax Advisory Services’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Avantax Advisory Services’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	$1.2M	Sell	62,562 -28,564	-31%	-$542K	0.01%	1056
2025 Q1	$1.73M	Sell	91,126 -1,581	-2%	-$29.9K	0.01%	816
2024 Q4	$1.75M	Sell	92,707 -9,258	-9%	-$176K	0.01%	775
2024 Q3	$1.96M	Buy	101,965 +10,602	+12%	+$202K	0.01%	708
2024 Q2	$1.71M	Sell	91,363 -14,495	-14%	-$271K	0.01%	725
2024 Q1	$1.99M	Buy	105,858 +9,196	+10%	+$173K	0.02%	539
2023 Q4	$1.83M	Buy	96,662 +2,391	+3%	+$44.4K	0.02%	529
2023 Q3	$1.73M	Sell	94,271 -3,447	-4%	-$64K	0.02%	503
2023 Q2	$1.82M	Buy	97,718 +70,267	+256%	+$1.32M	0.02%	482
2023 Q1	$517K	Buy	+27,451	New	+$514K	0.01%	901

Other funds holding FSIG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Avantax Advisory Services's FSIG Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 31% in Q2 2025, selling an estimated $542K and leaving 62,562 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1056.

Avantax Advisory Services first reported a position in FSIG in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.99M in Q1 2024. 157 funds tracked by Wall St. Rank hold FSIG as of Q2 2025.

Avantax Advisory Services held 62,562 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.2M as of Q2 2025.
Avantax Advisory Services sold 28,564 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2025, an estimated $542K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1056 holding.
Avantax Advisory Services first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 10 quarters since.
Avantax Advisory Services's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.99M in Q1 2024.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.