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

Compass 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
2026
Q2 		$62.2K Buy
+3,301
New +$62.5K 0.01% 645

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Compass Financial Management's FSIG Position: Q2 2026 in Review

Compass Financial Management opened a new position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2026: 3,301 shares worth $62.2K. The stake represents 0.01% of the portfolio and ranks #645 among its holdings.

158 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Compass Financial Management held 3,301 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $62.2K as of Q2 2026.
  • First Trust Limited Duration Investment Grade Corporate ETF was a new Compass Financial Management position in Q2 2026.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #645 holding.
  • 158 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.