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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
2024
Q3 		– Sell
-12,192
Closed -$228K – 950
2024
Q2 		$228K Buy
+12,192
New +$228K 0.02% 679

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Royal Bank of Canada
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CAG
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SI
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Belpointe Asset Management's FSIG Position: Q3 2024 in Review

Belpointe Asset Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q3 2024, closing a stake of 12,192 shares — an estimated $228K sold.

Belpointe Asset Management first reported a position in FSIG in Q2 2024 and held it in 1 quarter. The position peaked at $228K in Q2 2024. 147 funds tracked by Wall St. Rank hold FSIG as of Q3 2024.

  • Belpointe Asset Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 12,192 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2024, an estimated $228K.
  • Belpointe Asset Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2024 and held it in 1 quarter.
  • Belpointe Asset Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $228K in Q2 2024.
  • 147 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2024.

Based on Belpointe Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.