Commonwealth Equity Services’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Commonwealth Equity Services’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
2026 Q2	$4.38M	Buy	232,464 +24,294	+12%	+$460K	0.01%	1511
2026 Q1	$3.94M	Buy	208,170 +73,943	+55%	+$1.41M	0.01%	1510
2025 Q4	$2.58M	Sell	134,227 -11,341	-8%	-$218K	﹤0.01%	1786
2025 Q3	$2.8M	Buy	145,568 +974	+0.7%	+$18.7K	﹤0.01%	1756
2025 Q2	$2.77M	Buy	144,594 +11,858	+9%	+$225K	﹤0.01%	1751
2025 Q1	$2.51M	Sell	132,736 -244,546	-65%	-$4.63M	﹤0.01%	1755
2024 Q4	$7.12M	Buy	377,282 +6,375	+2%	+$121K	0.01%	1015
2024 Q3	$7.12M	Sell	370,907 -273,811	-42%	-$5.22M	0.01%	1006
2024 Q2	$12.1M	Sell	644,718 -38,923	-6%	-$728K	0.02%	722
2024 Q1	$12.8M	Buy	683,641 +27,067	+4%	+$510K	0.02%	670
2023 Q4	$12.4M	Sell	656,574 -35,604	-5%	-$661K	0.02%	638
2023 Q3	$12.7M	Sell	692,178 -104,331	-13%	-$1.94M	0.03%	577
2023 Q2	$14.8M	Buy	796,509 +211,991	+36%	+$3.98M	0.03%	526
2023 Q1	$11M	Buy	584,518 +518,546	+786%	+$9.72M	0.02%	621
2022 Q4	$1.23M	Buy	65,972 +15,253	+30%	+$283K	﹤0.01%	1826
2022 Q3	$936K	Buy	+50,719	New	+$955K	﹤0.01%	1945

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services's FSIG Position: Q2 2026 in Review

Commonwealth Equity Services increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 12% in Q2 2026, buying an estimated $460K and bringing the position to 232,464 shares worth $4.38M. The position accounts for 0.01% of the portfolio, ranked #1511.

Commonwealth Equity Services first reported a position in FSIG in Q3 2022 and has held it in 16 quarters since. The position peaked at $14.8M in Q2 2023. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Commonwealth Equity Services held 232,464 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $4.38M as of Q2 2026.
Commonwealth Equity Services bought 24,294 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $460K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1511 holding.
Commonwealth Equity Services first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2022 and has held it in 16 quarters since.
Commonwealth Equity Services's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $14.8M in Q2 2023.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.