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D.A. Davidson & Co’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

D.A. Davidson & Co’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
Q2 		$2.41M Buy
127,687
+2,928
+2% +$55.5K 0.01% 692
2026
Q1 		$2.36M Buy
124,759
+8,252
+7% +$158K 0.01% 639
2025
Q4 		$2.24M Buy
116,507
+5,748
+5% +$110K 0.01% 632
2025
Q3 		$2.13M Buy
110,759
+5,111
+5% +$98K 0.01% 626
2025
Q2 		$2.02M Buy
105,648
+19,730
+23% +$375K 0.01% 611
2025
Q1 		$1.63M Buy
85,918
+71,351
+490% +$1.35M 0.01% 627
2024
Q4 		$275K Buy
+14,567
New +$277K ﹤0.01% 1227

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

D.A. Davidson & Co's FSIG Position: Q2 2026 in Review

D.A. Davidson & Co increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 2.3% in Q2 2026, buying an estimated $55.5K and bringing the position to 127,687 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #692.

D.A. Davidson & Co first reported a position in FSIG in Q4 2024 and has held it in 7 quarters since. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • D.A. Davidson & Co held 127,687 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $2.41M as of Q2 2026.
  • D.A. Davidson & Co bought 2,928 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $55.5K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #692 holding.
  • D.A. Davidson & Co first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • 163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.