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

CoreCap 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
2025 Q3	–	Sell	-30	Closed	-$574	–	2845
2025 Q2	$574	Buy	+30	New	+$570	﹤0.01%	2488
2025 Q1	–	Sell	-1,499	Closed	-$28.3K	–	3197
2024 Q4	$28.3K	Sell	1,499 -1,767	-54%	-$33.5K	﹤0.01%	1415
2024 Q3	$62.7K	Sell	3,266 -85	-3%	-$1.62K	﹤0.01%	1100
2024 Q2	$62.8K	Sell	3,351 -37,943	-92%	-$710K	0.01%	611
2024 Q1	$775K	Sell	41,294 -61,491	-60%	-$1.16M	0.04%	333
2023 Q4	$1.95M	Buy	102,785 +35,833	+54%	+$665K	0.13%	167
2023 Q3	$1.23M	Sell	66,952 -47,741	-42%	-$886K	0.09%	206
2023 Q2	$2.14M	Buy	+114,693	New	+$2.15M	0.15%	125

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CoreCap Advisors's FSIG Position: Q3 2025 in Review

CoreCap Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q3 2025, closing a stake of 30 shares — an estimated $574 sold.

CoreCap Advisors first reported a position in FSIG in Q2 2023 and held it in 8 quarters. The position peaked at $2.14M in Q2 2023. 149 funds tracked by Wall St. Rank hold FSIG as of Q3 2025.

CoreCap Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q3 2025 after selling out during the quarter.
CoreCap Advisors sold 30 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2025, an estimated $574.
CoreCap Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2023 and held it in 8 quarters.
CoreCap Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $2.14M in Q2 2023.
149 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2025.

Based on CoreCap Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.