Braun-Bostich & Associates’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Braun-Bostich & Associates’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	–	Sell	-35,673	Closed	-$670K	–	119
2024 Q1	$670K	Sell	35,673 -14,548	-29%	-$274K	0.56%	52
2023 Q4	$952K	Buy	+50,221	New	+$932K	0.86%	27
2023 Q3	–	Sell	-71,082	Closed	-$1.32M	–	69
2023 Q2	$1.32M	Buy	71,082 +1,619	+2%	+$30.4K	2.83%	6
2023 Q1	$1.31M	Buy	69,463 +22,169	+47%	+$415K	3.09%	3
2022 Q4	$883K	Buy	+47,294	New	+$879K	2.55%	13

Other funds holding FSIG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $94B AUM 20.14% 1-Year Est. Return

Braun-Bostich & Associates's FSIG Position: Q2 2024 in Review

Braun-Bostich & Associates sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2024, closing a stake of 35,673 shares — an estimated $670K sold.

Braun-Bostich & Associates first reported a position in FSIG in Q4 2022 and held it in 5 quarters. The position peaked at $1.32M in Q2 2023. 146 funds tracked by Wall St. Rank hold FSIG as of Q2 2024.

Braun-Bostich & Associates reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2024 after selling out during the quarter.
Braun-Bostich & Associates sold 35,673 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2024, an estimated $670K.
Braun-Bostich & Associates first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and held it in 5 quarters.
Braun-Bostich & Associates's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.32M in Q2 2023.
146 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2024.

Based on Braun-Bostich & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.