Capital Investment Advisory Services’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Capital Investment Advisory Services’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	$439K	Buy	23,154 +6,176	+36%	+$118K	0.03%	425
2025 Q4	$326K	Buy	+16,978	New	+$326K	0.02%	485
2025 Q3	–	Sell	-750	Closed	-$14.3K	–	1108
2025 Q2	$14.3K	Sell	750 -2,100	-74%	-$39.9K	﹤0.01%	908
2025 Q1	$54K	Hold	2,850	–	–	﹤0.01%	700
2024 Q4	$53.8K	Hold	2,850	–	–	0.01%	647
2024 Q3	$54.7K	Sell	2,850 -375	-12%	-$7.15K	0.01%	667
2024 Q2	$60.4K	Buy	3,225 +650	+25%	+$12.2K	0.01%	638
2024 Q1	$48.3K	Buy	2,575 +1,625	+171%	+$30.6K	0.01%	661
2023 Q4	$18K	Buy	+950	New	+$17.6K	﹤0.01%	778

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 Investment Advisory Services's FSIG Position: Q1 2026 in Review

Capital Investment Advisory Services increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 36% in Q1 2026, buying an estimated $118K and bringing the position to 23,154 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #425.

Capital Investment Advisory Services first reported a position in FSIG in Q4 2023 and has held it in 9 quarters since. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

Capital Investment Advisory Services held 23,154 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $439K as of Q1 2026.
Capital Investment Advisory Services bought 6,176 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $118K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.03% of Capital Investment Advisory Services's portfolio in Q1 2026, its #425 holding.
Capital Investment Advisory Services first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2023 and has held it in 9 quarters since.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.