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

Clear Point 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
Q4 		– Sell
-530
Closed -$10.2K – 266
2024
Q3 		$10.2K Hold
530
– – 0.01% 336
2024
Q2 		$9.93K Hold
530
– – 0.01% 332
2024
Q1 		$9.95K Buy
+530
New +$9.99K 0.01% 332

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clear Point Advisors's FSIG Position: Q4 2024 in Review

Clear Point Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q4 2024, closing a stake of 530 shares — an estimated $10.2K sold.

Clear Point Advisors first reported a position in FSIG in Q1 2024 and held it in 3 quarters. The position peaked at $10.2K in Q3 2024. 158 funds tracked by Wall St. Rank hold FSIG as of Q4 2024.

  • Clear Point Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 530 First Trust Limited Duration Investment Grade Corporate ETF shares in Q4 2024, an estimated $10.2K.
  • Clear Point Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2024 and held it in 3 quarters.
  • Clear Point Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $10.2K in Q3 2024.
  • 158 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.