Cadence Bank’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Cadence Bank’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
2025 Q3	–	Sell	-10,269	Closed	-$196K	–	342
2025 Q2	$196K	Hold	10,269	–	–	0.01%	331
2025 Q1	$194K	Hold	10,269	–	–	0.01%	316
2024 Q4	$194K	Hold	10,269	–	–	0.01%	323
2024 Q3	$197K	Hold	10,269	–	–	0.01%	326
2024 Q2	$192K	Buy	+10,269	New	+$192K	0.01%	287

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAG

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cadence Bank's FSIG Position: Q3 2025 in Review

Cadence Bank sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q3 2025, closing a stake of 10,269 shares — an estimated $196K sold.

Cadence Bank first reported a position in FSIG in Q2 2024 and held it in 5 quarters. The position peaked at $197K in Q3 2024. 149 funds tracked by Wall St. Rank hold FSIG as of Q3 2025.

Cadence Bank reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q3 2025 after selling out during the quarter.
Cadence Bank sold 10,269 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2025, an estimated $196K.
Cadence Bank first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2024 and held it in 5 quarters.
Cadence Bank's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $197K in Q3 2024.
149 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2025.

Based on Cadence Bank's 13F filing for Q3 2025, filed 13 Nov 2025.