Brinker Capital Investments’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Brinker Capital Investments’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	$2.12M	Buy	112,598 +6,623	+6%	+$125K	0.02%	768
2026 Q1	$2.01M	Buy	105,975 +4,950	+5%	+$94.6K	0.02%	757
2025 Q4	$1.94M	Sell	101,025 -964	-0.9%	-$18.5K	0.01%	868
2025 Q3	$1.96M	Buy	101,989 +6,367	+7%	+$122K	0.02%	845
2025 Q2	$1.83M	Sell	95,622 -7,625	-7%	-$145K	0.02%	838
2025 Q1	$1.96M	Sell	103,247 -4,891	-5%	-$92.5K	0.02%	717
2024 Q4	$2.04M	Buy	108,138 +6,961	+7%	+$132K	0.02%	684
2024 Q3	$1.94M	Buy	101,177 +10,800	+12%	+$206K	0.02%	705
2024 Q2	$1.69M	Buy	90,377 +16,092	+22%	+$301K	0.02%	728
2024 Q1	$1.39M	Buy	74,285 +24,272	+49%	+$458K	0.01%	836
2023 Q4	$945K	Buy	50,013 +1,669	+3%	+$31K	0.01%	967
2023 Q3	$889K	Sell	48,344 -13,360	-22%	-$248K	0.01%	973
2023 Q2	$1.15M	Buy	61,704 +33,263	+117%	+$625K	0.01%	894
2023 Q1	$536K	Buy	+28,441	New	+$533K	0.01%	1117

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

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

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

CAG

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Brinker Capital Investments's FSIG Position: Q2 2026 in Review

Brinker Capital Investments increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 6.2% in Q2 2026, buying an estimated $125K and bringing the position to 112,598 shares worth $2.12M. The position accounts for 0.02% of the portfolio, ranked #768.

Brinker Capital Investments first reported a position in FSIG in Q1 2023 and has held it in 14 quarters since. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Brinker Capital Investments held 112,598 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $2.12M as of Q2 2026.
Brinker Capital Investments bought 6,623 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $125K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #768 holding.
Brinker Capital Investments first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 14 quarters since.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.