Capital Analysts LLC’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Capital Analysts LLC’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 Q1	–	Sell	-9,010	Closed	-$173K	–	1554
2025 Q4	$173K	Sell	9,010 -3,698	-29%	-$71K	﹤0.01%	641
2025 Q3	$244K	Buy	12,708 +106	+0.8%	+$2.03K	0.01%	559
2025 Q2	$241K	Sell	12,602 -609	-5%	-$11.6K	0.01%	515
2025 Q1	$250K	Buy	13,211 +289	+2%	+$5.47K	0.01%	491
2024 Q4	$244K	Buy	12,922 +287	+2%	+$5.45K	0.01%	455
2024 Q3	$243K	Sell	12,635 -7	-0.1%	-$133	0.01%	436
2024 Q2	$237K	Buy	+12,642	New	+$237K	0.01%	436

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Capital Analysts LLC's FSIG Position: Q1 2026 in Review

Capital Analysts LLC sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2026, closing a stake of 9,010 shares — an estimated $173K sold.

Capital Analysts LLC first reported a position in FSIG in Q2 2024 and held it in 7 quarters. The position peaked at $250K in Q1 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

Capital Analysts LLC reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2026 after selling out during the quarter.
Capital Analysts LLC sold 9,010 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $173K.
Capital Analysts LLC first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2024 and held it in 7 quarters.
Capital Analysts LLC's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $250K in Q1 2025.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.