Cetera Advisor Networks’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Cetera Advisor Networks’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 Q1	$6.07M	Buy	323,358 +133,067	+70%	+$2.51M	0.03%	555
2023 Q4	$3.61M	Sell	190,291 -6,916	-4%	-$128K	0.02%	722
2023 Q3	$3.63M	Buy	197,207 +46,415	+31%	+$861K	0.02%	660
2023 Q2	$2.81M	Buy	150,792 +10,770	+8%	+$202K	0.02%	732
2023 Q1	$2.64M	Buy	140,022 +49,962	+55%	+$936K	0.02%	740
2022 Q4	$1.68M	Buy	+90,060	New	+$1.67M	0.01%	886

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Advisor Networks's FSIG Position: Q1 2024 in Review

Cetera Advisor Networks increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 70% in Q1 2024, buying an estimated $2.51M and bringing the position to 323,358 shares worth $6.07M. The position accounts for 0.03% of the portfolio, ranked #555.

Cetera Advisor Networks first reported a position in FSIG in Q4 2022 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold FSIG as of Q1 2024.

Cetera Advisor Networks held 323,358 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $6.07M as of Q1 2024.
Cetera Advisor Networks bought 133,067 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2024, an estimated $2.51M.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #555 holding.
Cetera Advisor Networks first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 6 quarters since.
140 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.