Center for Financial Planning’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Center for Financial Planning’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 Q2	$2.36M	Sell	124,915 -6,855	-5%	-$130K	0.22%	35
2026 Q1	$2.5M	Sell	131,770 -23,206	-15%	-$444K	0.26%	36
2025 Q4	$2.97M	Sell	154,976 -9,090	-6%	-$175K	0.31%	28
2025 Q3	$3.15M	Buy	164,066 +12,216	+8%	+$234K	0.34%	25
2025 Q2	$2.9M	Buy	151,850 +16,820	+12%	+$319K	0.33%	25
2025 Q1	$2.56M	Hold	135,030	–	–	0.33%	25
2024 Q4	$2.55M	Buy	+135,030	New	+$2.56M	0.34%	23

Other funds holding FSIG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Center for Financial Planning's FSIG Position: Q2 2026 in Review

Center for Financial Planning reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 5.2% in Q2 2026, selling an estimated $130K and leaving 124,915 shares worth $2.36M. The position accounts for 0.22% of the portfolio, ranked #35.

Center for Financial Planning first reported a position in FSIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.15M in Q3 2025. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Center for Financial Planning held 124,915 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $2.36M as of Q2 2026.
Center for Financial Planning sold 6,855 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $130K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.22% of Center for Financial Planning's portfolio in Q2 2026, its #35 holding.
Center for Financial Planning first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Center for Financial Planning's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $3.15M in Q3 2025.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.