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

Coppell Advisory Solutions’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	$2.94K	Buy	+19,839	New	+$376K	﹤0.01%	521
2026 Q1	–	Sell	-24,223	Closed	-$465K	–	137
2025 Q4	$465K	Sell	24,223 -2,843	-11%	-$54.6K	0.05%	262
2025 Q3	$520K	Sell	27,066 -3,554	-12%	-$68.1K	0.06%	243
2025 Q2	$585K	Buy	30,620 +5,739	+23%	+$109K	0.07%	218
2025 Q1	$473K	Sell	24,881 -33,211	-57%	-$628K	0.07%	218
2024 Q4	$1.1M	Buy	58,092 +21,928	+61%	+$416K	0.15%	117
2024 Q3	$696K	Buy	36,164 +6,137	+20%	+$117K	0.1%	147
2024 Q2	$563K	Buy	+30,027	New	+$562K	0.09%	145
2023 Q4	$479K	Buy	25,286 +17,872	+241%	+$332K	0.1%	160
2023 Q3	$138K	Sell	7,414 -18,733	-72%	-$348K	0.05%	191
2023 Q2	$486K	Sell	26,147 -8,913	-25%	-$167K	0.14%	122
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 $1.89T 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

Coppell Advisory Solutions's FSIG Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2026: 19,839 shares worth $2.94K. The stake represents ﹤0.01% of the portfolio and ranks #521 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in FSIG as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in FSIG in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.1M in Q4 2024. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Coppell Advisory Solutions held 19,839 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $2.94K as of Q2 2026.
First Trust Limited Duration Investment Grade Corporate ETF was a new Coppell Advisory Solutions position in Q2 2026.
First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #521 holding.
Coppell Advisory Solutions first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 13 quarters since.
Coppell Advisory Solutions's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.1M in Q4 2024.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.