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Castleview Partners’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Castleview Partners’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
2024
Q3 		– Sell
-615
Closed -$11.5K – 675
2024
Q2 		$11.5K Buy
+615
New +$11.5K 0.01% 500

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Royal Bank of Canada
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CAG
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Envestnet Asset Management
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SI
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Ameriprise
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Castleview Partners's FSIG Position: Q3 2024 in Review

Castleview Partners sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q3 2024, closing a stake of 615 shares — an estimated $11.5K sold.

Castleview Partners first reported a position in FSIG in Q2 2024 and held it in 1 quarter. The position peaked at $11.5K in Q2 2024. 147 funds tracked by Wall St. Rank hold FSIG as of Q3 2024.

  • Castleview Partners reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 615 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2024, an estimated $11.5K.
  • Castleview Partners first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2024 and held it in 1 quarter.
  • Castleview Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $11.5K in Q2 2024.
  • 147 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.