CWP
Core Wealth Partners’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 | – | Sell |
-20,286
| Closed | -$384K | – | 176 |
|
|
2025
Q1 | $384K | Sell |
20,286
-29,333
| -59% | -$556K | 0.22% | 101 |
|
|
2024
Q4 | $936K | Buy |
49,619
+3,817
| +8% | +$72K | 0.54% | 50 |
|
|
2024
Q3 | $879K | Buy |
45,802
+23,722
| +107% | +$455K | 0.53% | 53 |
|
|
2024
Q2 | $414K | Sell |
22,080
-4,633
| -17% | -$86.8K | 0.28% | 77 |
|
|
2024
Q1 | $501K | Buy |
26,713
+8,883
| +50% | +$167K | 0.38% | 58 |
|
|
2023
Q4 | $338K | Buy |
+17,830
| New | +$338K | 0.28% | 75 |
|