Concurrent Investment Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Concurrent Investment Advisors’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	$1.74M	Sell	92,380 -1,460	-2%	-$27.7K	0.01%	762
2026 Q1	$1.78M	Sell	93,840 -39,868	-30%	-$762K	0.02%	658
2025 Q4	$2.57M	Buy	133,708 +11,164	+9%	+$214K	0.03%	499
2025 Q3	$2.35M	Sell	122,544 -5,570	-4%	-$107K	0.04%	422
2025 Q2	$2.45M	Buy	128,114 +7,446	+6%	+$141K	0.05%	380
2025 Q1	$2.29M	Buy	120,668 +7,067	+6%	+$134K	0.06%	343
2024 Q4	$2.14M	Buy	113,601 +1,651	+1%	+$31.3K	0.06%	308
2024 Q3	$2.15M	Sell	111,950 -12,799	-10%	-$244K	0.06%	295
2024 Q2	$2.34M	Sell	124,749 -45,534	-27%	-$852K	0.08%	239
2024 Q1	$3.2M	Buy	170,283 +10,626	+7%	+$200K	0.13%	172
2023 Q4	$3.03M	Buy	+159,657	New	+$2.96M	0.14%	158

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

Concurrent Investment Advisors's FSIG Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 1.6% in Q2 2026, selling an estimated $27.7K and leaving 92,380 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #762.

Concurrent Investment Advisors first reported a position in FSIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.2M in Q1 2024. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Concurrent Investment Advisors held 92,380 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.74M as of Q2 2026.
Concurrent Investment Advisors sold 1,460 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $27.7K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #762 holding.
Concurrent Investment Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $3.2M in Q1 2024.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.