Creekmur Asset Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Creekmur Asset Management’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
2024 Q4	–	Sell	-13	Closed	-$250	–	977
2024 Q3	$250	Sell	13 -68	-84%	-$1.3K	﹤0.01%	853
2024 Q2	$1.52K	Hold	81	–	–	﹤0.01%	738
2024 Q1	$1.52K	Sell	81 -4	-5%	-$75	﹤0.01%	688
2023 Q4	$1.61K	Buy	+85	New	+$1.58K	﹤0.01%	701

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

Creekmur Asset Management's FSIG Position: Q4 2024 in Review

Creekmur Asset Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q4 2024, closing a stake of 13 shares — an estimated $250 sold.

Creekmur Asset Management first reported a position in FSIG in Q4 2023 and held it in 4 quarters. The position peaked at $1.61K in Q4 2023. 158 funds tracked by Wall St. Rank hold FSIG as of Q4 2024.

Creekmur Asset Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q4 2024 after selling out during the quarter.
Creekmur Asset Management sold 13 First Trust Limited Duration Investment Grade Corporate ETF shares in Q4 2024, an estimated $250.
Creekmur Asset Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2023 and held it in 4 quarters.
Creekmur Asset Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.61K in Q4 2023.
158 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q4 2024.

Based on Creekmur Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.