Avior Wealth Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Avior Wealth Management’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	$2.08M	Sell	110,548 -42,386	-28%	-$803K	0.05%	239
2026 Q1	$2.9M	Buy	+152,934	New	+$2.92M	0.08%	196
2024 Q1	–	Sell	-384	Closed	-$7.28K	–	3850
2023 Q4	$7.28K	Sell	384 -3,426	-90%	-$63.6K	﹤0.01%	1048
2023 Q3	$70.1K	Sell	3,810 -3,409	-47%	-$63.3K	﹤0.01%	697
2023 Q2	$134K	Buy	7,219 +6,153	+577%	+$116K	0.01%	587
2023 Q1	$20.1K	Buy	+1,066	New	+$20K	﹤0.01%	941

Other funds holding FSIG

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Avior Wealth Management's FSIG Position: Q2 2026 in Review

Avior Wealth Management reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 28% in Q2 2026, selling an estimated $803K and leaving 110,548 shares worth $2.08M. The position accounts for 0.05% of the portfolio, ranked #239.

Avior Wealth Management first reported a position in FSIG in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.9M in Q1 2026. 20 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Avior Wealth Management held 110,548 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $2.08M as of Q2 2026.
Avior Wealth Management sold 42,386 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $803K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #239 holding.
Avior Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 6 quarters since.
Avior Wealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $2.9M in Q1 2026.
20 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.