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

Clarus Wealth 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
2025 Q1	–	Sell	-31,505	Closed	-$590K	–	107
2024 Q4	$590K	Sell	31,505 -297	-0.9%	-$5.64K	0.29%	73
2024 Q3	$606K	Sell	31,802 -156	-0.5%	-$2.97K	0.31%	70
2024 Q2	$602K	Sell	31,958 -1,052	-3%	-$19.7K	0.32%	66
2024 Q1	$616K	Sell	33,010 -350	-1%	-$6.6K	0.35%	61
2023 Q4	$632K	Buy	+33,360	New	+$619K	0.37%	57
2023 Q2	$611K	Sell	32,966 -1,202	-4%	-$22.6K	0.37%	54
2023 Q1	$647K	Buy	34,168 +5,404	+19%	+$101K	0.41%	50
2022 Q4	$540K	Buy	28,764 +4,273	+17%	+$79.4K	0.35%	56
2022 Q3	$452K	Buy	+24,491	New	+$461K	0.32%	60

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clarus Wealth Advisors's FSIG Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2025, closing a stake of 31,505 shares — an estimated $590K sold.

Clarus Wealth Advisors first reported a position in FSIG in Q3 2022 and held it in 9 quarters. The position peaked at $647K in Q1 2023. 151 funds tracked by Wall St. Rank hold FSIG as of Q1 2025.

Clarus Wealth Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 31,505 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2025, an estimated $590K.
Clarus Wealth Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2022 and held it in 9 quarters.
Clarus Wealth Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $647K in Q1 2023.
151 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.