Benjamin F. Edwards & Company’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$1.66M	Buy	88,560 +7,962	+10%	+$149K	0.03%	415
2024 Q1	$1.51M	Buy	80,598 +20,018	+33%	+$377K	0.03%	415
2023 Q4	$1.15M	Buy	60,580 +7,281	+14%	+$135K	0.02%	458
2023 Q3	$980K	Buy	53,299 +11,862	+29%	+$220K	0.04%	380
2023 Q2	$772K	Buy	41,437 +21,326	+106%	+$400K	0.03%	423
2023 Q1	$379K	Buy	20,111 +14,903	+286%	+$279K	0.02%	549
2022 Q4	$97K	Buy	+5,208	New	+$96.8K	﹤0.01%	909

Other funds holding FSIG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Benjamin F. Edwards & Company's FSIG Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 9.9% in Q2 2024, buying an estimated $149K and bringing the position to 88,560 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #415.

Benjamin F. Edwards & Company first reported a position in FSIG in Q4 2022 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold FSIG as of Q2 2024.

Benjamin F. Edwards & Company held 88,560 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.66M as of Q2 2024.
Benjamin F. Edwards & Company bought 7,962 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2024, an estimated $149K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.03% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #415 holding.
Benjamin F. Edwards & Company first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 7 quarters since.
146 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.