Clear Creek Financial Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Clear Creek Financial Management’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 Q3	–	Sell	-12,377	Closed	-$232K	–	467
2024 Q2	$232K	Sell	12,377 -13,492	-52%	-$252K	0.03%	391
2024 Q1	$486K	Buy	25,869 +188	+0.7%	+$3.54K	0.06%	250
2023 Q4	$487K	Hold	25,681	–	–	0.08%	200
2023 Q3	$472K	Sell	25,681 -1,600	-6%	-$29.7K	0.08%	173
2023 Q2	$508K	Buy	+27,281	New	+$512K	0.09%	173

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Clear Creek Financial Management's FSIG Position: Q3 2024 in Review

Clear Creek Financial Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q3 2024, closing a stake of 12,377 shares — an estimated $232K sold.

Clear Creek Financial Management first reported a position in FSIG in Q2 2023 and held it in 5 quarters. The position peaked at $508K in Q2 2023. 147 funds tracked by Wall St. Rank hold FSIG as of Q3 2024.

Clear Creek Financial Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q3 2024 after selling out during the quarter.
Clear Creek Financial Management sold 12,377 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2024, an estimated $232K.
Clear Creek Financial Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2023 and held it in 5 quarters.
Clear Creek Financial Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $508K in Q2 2023.
147 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2024.

Based on Clear Creek Financial Management's 13F filing for Q3 2024, filed 29 Oct 2024.