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

Axxcess 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
Q1 		– Sell
-34,644
Closed -$665K – 615
2025
Q4 		$665K Buy
+34,644
New +$666K 0.01% 614

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Axxcess Wealth Management's FSIG Position: Q1 2026 in Review

Axxcess Wealth Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2026, closing a stake of 34,644 shares — an estimated $665K sold.

Axxcess Wealth Management first reported a position in FSIG in Q4 2025 and held it in 1 quarter. The position peaked at $665K in Q4 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

  • Axxcess Wealth Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 34,644 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $665K.
  • Axxcess Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $665K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.