CIA
Concurrent Investment Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
128,114
+7,446
| +6% | +$142K | 0.05% | 378 |
|
|
2025
Q1 | $2.29M | Buy |
120,668
+7,067
| +6% | +$134K | 0.06% | 341 |
|
|
2024
Q4 | $2.14M | Buy |
113,601
+1,651
| +1% | +$31.2K | 0.06% | 306 |
|
|
2024
Q3 | $2.15M | Sell |
111,950
-12,799
| -10% | -$246K | 0.06% | 293 |
|
|
2024
Q2 | $2.34M | Sell |
124,749
-45,534
| -27% | -$853K | 0.08% | 237 |
|
|
2024
Q1 | $3.2M | Buy |
170,283
+10,626
| +7% | +$199K | 0.13% | 171 |
|
|
2023
Q4 | $3.03M | Buy |
+159,657
| New | +$3.03M | 0.14% | 158 |
|