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 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	$11K	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 $1.66T 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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services's FSIG Position: Q1 2026 in Review

Commonwealth Equity Services increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 55% in Q1 2026, buying an estimated $1.41M and bringing the position to 208,170 shares worth $3.94M. The position accounts for 0.01% of the portfolio, ranked #1510.

Commonwealth Equity Services first reported a position in FSIG in Q3 2022 and has held it in 15 quarters since. The position peaked at $14.8M in Q2 2023. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

Commonwealth Equity Services held 208,170 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $3.94M as of Q1 2026.
Commonwealth Equity Services bought 73,943 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $1.41M.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1510 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 15 quarters since.
Commonwealth Equity Services's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $14.8M in Q2 2023.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.