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

BAM 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 		$456K Buy
24,159
+7,497
+45% +$142K 0.29% 94
2026
Q1 		$316K Buy
16,662
+5,473
+49% +$105K 0.24% 100
2025
Q4 		$215K Buy
+11,189
New +$215K 0.16% 144

Other funds holding FSIG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

BAM Wealth Management increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 45% in Q2 2026, buying an estimated $142K and bringing the position to 24,159 shares worth $456K. The position accounts for 0.29% of the portfolio, ranked #94.

BAM Wealth Management first reported a position in FSIG in Q4 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • BAM Wealth Management held 24,159 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $456K as of Q2 2026.
  • BAM Wealth Management bought 7,497 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $142K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.29% of BAM Wealth Management's portfolio in Q2 2026, its #94 holding.
  • BAM Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.