B. Riley Wealth Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

B. Riley Wealth Advisors’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
2024 Q3	–	Sell	-13,200	Closed	-$247K	–	1321
2024 Q2	$247K	Sell	13,200 -17,965	-58%	-$336K	0.01%	1118
2024 Q1	$573K	Buy	31,165 +11,513	+59%	+$217K	0.02%	726
2023 Q4	$373K	Sell	19,652 -11,513	-37%	-$214K	0.01%	962
2023 Q3	$573K	Buy	31,165 +12,369	+66%	+$230K	0.02%	726
2023 Q2	$350K	Sell	18,796 -1,299	-6%	-$24.4K	0.01%	1033
2023 Q1	$378K	Buy	+20,095	New	+$377K	0.01%	936

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

B. Riley Wealth Advisors's FSIG Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q3 2024, closing a stake of 13,200 shares — an estimated $247K sold.

B. Riley Wealth Advisors first reported a position in FSIG in Q1 2023 and held it in 6 quarters. The position peaked at $573K in Q1 2024. 147 funds tracked by Wall St. Rank hold FSIG as of Q3 2024.

B. Riley Wealth Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 13,200 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2024, an estimated $247K.
B. Riley Wealth Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and held it in 6 quarters.
B. Riley Wealth Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $573K in Q1 2024.
147 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.