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Capital A Wealth Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Capital A Wealth 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
2025
Q1 		– Sell
-24
Closed -$453 – 784
2024
Q4 		$453 Buy
+24
New +$456 ﹤0.01% 668

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital A Wealth Management's FSIG Position: Q1 2025 in Review

Capital A Wealth Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2025, closing a stake of 24 shares — an estimated $453 sold.

Capital A Wealth Management first reported a position in FSIG in Q4 2024 and held it in 1 quarter. The position peaked at $453 in Q4 2024. 151 funds tracked by Wall St. Rank hold FSIG as of Q1 2025.

  • Capital A Wealth Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 24 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2025, an estimated $453.
  • Capital A Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $453 in Q4 2024.
  • 151 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.