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Creative Financial Designs’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Creative Financial Designs’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
Q1 		$53.6K Sell
2,830
-59
-2% -$1.13K ﹤0.01% 878
2025
Q4 		$55.4K Buy
2,889
+26
+0.9% +$500 ﹤0.01% 831
2025
Q3 		$55K Sell
2,863
-16,958
-86% -$325K ﹤0.01% 819
2025
Q2 		$379K Sell
19,821
-2,808
-12% -$53.3K 0.03% 353
2025
Q1 		$429K Buy
22,629
+31
+0.1% +$586 0.03% 308
2024
Q4 		$426K Buy
22,598
+2,194
+11% +$41.6K 0.03% 308
2024
Q3 		$392K Sell
20,404
-77
-0.4% -$1.47K 0.03% 327
2024
Q2 		$384K Sell
20,481
-3,220
-14% -$60.3K 0.03% 313
2024
Q1 		$445K Sell
23,701
-42,220
-64% -$796K 0.04% 282
2023
Q4 		$1.25M Sell
65,921
-13,292
-17% -$247K 0.13% 143
2023
Q3 		$1.46M Buy
79,213
+1,337
+2% +$24.8K 0.17% 110
2023
Q2 		$1.45M Sell
77,876
-4,814
-6% -$90.4K 0.17% 112
2023
Q1 		$1.56M Buy
82,690
+67,758
+454% +$1.27M 0.2% 102
2022
Q4 		$279K Buy
+14,932
New +$277K 0.04% 272

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Creative Financial Designs's FSIG Position: Q1 2026 in Review

Creative Financial Designs reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 2% in Q1 2026, selling an estimated $1.13K and leaving 2,830 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Creative Financial Designs first reported a position in FSIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.56M in Q1 2023. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

  • Creative Financial Designs held 2,830 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $53.6K as of Q1 2026.
  • Creative Financial Designs sold 59 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $1.13K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #878 holding.
  • Creative Financial Designs first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 14 quarters since.
  • Creative Financial Designs's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.56M in Q1 2023.
  • 157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.