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 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 $1.66T 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

Center for Financial Planning's FSIG Position: Q1 2026 in Review

Center for Financial Planning reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 15% in Q1 2026, selling an estimated $444K and leaving 131,770 shares worth $2.5M. The position accounts for 0.26% of the portfolio, ranked #36.

Center for Financial Planning first reported a position in FSIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.15M in Q3 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

Center for Financial Planning held 131,770 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $2.5M as of Q1 2026.
Center for Financial Planning sold 23,206 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $444K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.26% of Center for Financial Planning's portfolio in Q1 2026, its #36 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 6 quarters since.
Center for Financial Planning's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $3.15M in Q3 2025.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.