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 Q3	$2.3M	Hold	124,915	–	–	0.21%	38
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Vaquero Private Wealth Dallas, Texas $477M AUM

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

Center for Financial Planning's FSIG Position: Q3 2026 in Review

Center for Financial Planning held its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) position steady in Q3 2026 at 124,915 shares worth $2.3M. The position accounts for 0.21% of the portfolio, ranked #38.

Center for Financial Planning first reported a position in FSIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.15M in Q3 2025. 103 funds tracked by Wall St. Rank hold FSIG as of Q3 2026.

Center for Financial Planning held 124,915 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $2.3M as of Q3 2026.
Center for Financial Planning left its First Trust Limited Duration Investment Grade Corporate ETF share count unchanged in Q3 2026.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.21% of Center for Financial Planning's portfolio in Q3 2026, its #38 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 8 quarters since.
Center for Financial Planning's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $3.15M in Q3 2025.
103 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2026.

Based on Center for Financial Planning's 13F filing for Q3 2026, filed 26 Oct 2026.