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

Cetera Advisors’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	$4.35M	Buy	231,567 +186,798	+417%	+$3.52M	0.03%	508
2023 Q4	$849K	Buy	44,769 +19,414	+77%	+$360K	0.01%	847
2023 Q3	$466K	Buy	25,355 +841	+3%	+$15.6K	0.01%	1104
2023 Q2	$456K	Sell	24,514 -1,738	-7%	-$32.6K	0.01%	1107
2023 Q1	$494K	Buy	+26,252	New	+$492K	0.01%	1019

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Advisors's FSIG Position: Q1 2024 in Review

Cetera Advisors increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 417% in Q1 2024, buying an estimated $3.52M and bringing the position to 231,567 shares worth $4.35M. The position accounts for 0.03% of the portfolio, ranked #508.

Cetera Advisors first reported a position in FSIG in Q1 2023 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold FSIG as of Q1 2024.

Cetera Advisors held 231,567 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $4.35M as of Q1 2024.
Cetera Advisors bought 186,798 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2024, an estimated $3.52M.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #508 holding.
Cetera Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 5 quarters since.
139 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2024.

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