Coppell Advisory Solutions Corp’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Coppell Advisory Solutions Corp’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
2024 Q1	$462K	Buy	+24,616	New	+$464K	0.09%	155
2023 Q1	$658K	Buy	35,060 +27,646	+373%	+$518K	0.22%	112
2022 Q4	$138K	Buy	+7,414	New	+$138K	0.05%	195

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Coppell Advisory Solutions Corp's FSIG Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2024: 24,616 shares worth $462K. The stake represents 0.09% of the portfolio and ranks #155 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FSIG as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FSIG in Q4 2022 and has held it in 3 quarters since. The position peaked at $658K in Q1 2023. 139 funds tracked by Wall St. Rank hold FSIG as of Q1 2024.

Coppell Advisory Solutions Corp held 24,616 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $462K as of Q1 2024.
First Trust Limited Duration Investment Grade Corporate ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.09% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #155 holding.
Coppell Advisory Solutions Corp first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 3 quarters since.
Coppell Advisory Solutions Corp's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $658K in Q1 2023.
139 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.