Concourse Financial Group Securities’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-8,054	Closed	-$152K	–	767
2024 Q4	$152K	Buy	8,054 +497	+7%	+$9.43K	0.01%	820
2024 Q3	$146K	Sell	7,557 -1,642	-18%	-$31.3K	0.01%	829
2024 Q2	$173K	Sell	9,199 -553	-6%	-$10.3K	0.01%	734
2024 Q1	$183K	Buy	9,752 +1,128	+13%	+$21.3K	0.01%	707
2023 Q4	$164K	Buy	8,624 +1,436	+20%	+$26.7K	0.01%	724
2023 Q3	$132K	Buy	7,188 +552	+8%	+$10.2K	0.01%	751
2023 Q2	$124K	Sell	6,636 -3,404	-34%	-$63.9K	0.01%	801
2023 Q1	$189K	Buy	10,040 +1,592	+19%	+$29.8K	0.01%	662
2022 Q4	$158K	Buy	+8,448	New	+$157K	0.01%	681

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Concourse Financial Group Securities's FSIG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2025, closing a stake of 8,054 shares — an estimated $152K sold.

Concourse Financial Group Securities first reported a position in FSIG in Q4 2022 and held it in 9 quarters. The position peaked at $189K in Q1 2023. 151 funds tracked by Wall St. Rank hold FSIG as of Q1 2025.

Concourse Financial Group Securities reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 8,054 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2025, an estimated $152K.
Concourse Financial Group Securities first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and held it in 9 quarters.
Concourse Financial Group Securities's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $189K in Q1 2023.
151 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.