Core Wealth Partners’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Core Wealth Partners’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 Q2	–	Sell	-20,286	Closed	-$384K	–	180
2025 Q1	$384K	Sell	20,286 -29,333	-59%	-$555K	0.22%	101
2024 Q4	$936K	Buy	49,619 +3,817	+8%	+$72.5K	0.54%	50
2024 Q3	$879K	Buy	45,802 +23,722	+107%	+$452K	0.53%	53
2024 Q2	$414K	Sell	22,080 -4,633	-17%	-$86.7K	0.28%	77
2024 Q1	$501K	Buy	26,713 +8,883	+50%	+$167K	0.38%	58
2023 Q4	$338K	Buy	+17,830	New	+$331K	0.28%	75

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Core Wealth Partners's FSIG Position: Q2 2025 in Review

Core Wealth Partners sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2025, closing a stake of 20,286 shares — an estimated $384K sold.

Core Wealth Partners first reported a position in FSIG in Q4 2023 and held it in 6 quarters. The position peaked at $936K in Q4 2024. 157 funds tracked by Wall St. Rank hold FSIG as of Q2 2025.

Core Wealth Partners reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2025 after selling out during the quarter.
Core Wealth Partners sold 20,286 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2025, an estimated $384K.
Core Wealth Partners first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2023 and held it in 6 quarters.
Core Wealth Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $936K in Q4 2024.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2025.

Based on Core Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.