Belpointe Asset Management
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Belpointe Asset Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Belpointe Asset 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
Q3 		$4.8M Buy
+261,031
New +$4.89M 0.13% 154
2024
Q3 		– Sell
-12,192
Closed -$228K – 950
2024
Q2 		$228K Buy
+12,192
New +$228K 0.02% 679

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Belpointe Asset Management's FSIG Position: Q3 2026 in Review

Belpointe Asset Management opened a new position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q3 2026: 261,031 shares worth $4.8M. The stake represents 0.13% of the portfolio and ranks #154 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in FSIG as recently as Q2 2024.

Belpointe Asset Management first reported a position in FSIG in Q2 2024 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold FSIG as of Q3 2026.

  • Belpointe Asset Management held 261,031 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $4.8M as of Q3 2026.
  • First Trust Limited Duration Investment Grade Corporate ETF was a new Belpointe Asset Management position in Q3 2026.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.13% of Belpointe Asset Management's portfolio in Q3 2026, its #154 holding.
  • Belpointe Asset Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2024 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.