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Balboa Wealth Partners’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Balboa Wealth Partners’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
Q4 		– Sell
-10,053
Closed -$193K – 440
2025
Q3 		$193K Buy
+10,053
New +$193K 0.03% 353

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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Balboa Wealth Partners's FSIG Position: Q4 2025 in Review

Balboa Wealth Partners sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q4 2025, closing a stake of 10,053 shares — an estimated $193K sold.

Balboa Wealth Partners first reported a position in FSIG in Q3 2025 and held it in 1 quarter. The position peaked at $193K in Q3 2025. 160 funds tracked by Wall St. Rank hold FSIG as of Q4 2025.

  • Balboa Wealth Partners reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 10,053 First Trust Limited Duration Investment Grade Corporate ETF shares in Q4 2025, an estimated $193K.
  • Balboa Wealth Partners first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Balboa Wealth Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $193K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q4 2025.

Based on Balboa Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.