Darwin Wealth Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Darwin Wealth 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
2026 Q2	$7.91K	Sell	419 -400	-49%	-$7.58K	﹤0.01%	406
2026 Q1	$15.5K	Sell	819 -35,046	-98%	-$670K	﹤0.01%	332
2025 Q4	$688K	Buy	35,865 +1,279	+4%	+$24.6K	0.21%	83
2025 Q3	$664K	Sell	34,586 -888	-3%	-$17K	0.21%	83
2025 Q2	$678K	Sell	35,474 -4,207	-11%	-$79.9K	0.23%	79
2025 Q1	$749K	Hold	39,681	–	–	0.25%	83
2024 Q4	$749K	Sell	39,681 -5,090	-11%	-$96.6K	0.25%	83
2024 Q3	$860K	Buy	44,771 +771	+2%	+$14.7K	0.24%	78
2024 Q2	$825K	Sell	44,000 -4,883	-10%	-$91.4K	0.41%	45
2024 Q1	$918K	Sell	48,883 -3,830	-7%	-$72.2K	0.26%	77
2023 Q4	$999K	Sell	52,713 -3,807	-7%	-$70.7K	0.27%	75
2023 Q3	$1.04M	Sell	56,520 -8,475	-13%	-$157K	0.28%	77
2023 Q2	$1.21M	Sell	64,995 -7,987	-11%	-$150K	0.31%	75
2023 Q1	$1.38M	Sell	72,982 -1,858	-2%	-$34.8K	0.37%	65
2022 Q4	$1.41M	Buy	74,840 +1,728	+2%	+$32.1K	0.36%	58
2022 Q3	$1.35M	Sell	73,112 -9,534	-12%	-$180K	0.34%	68
2022 Q2	$1.57M	Buy	+82,646	New	+$1.57M	0.32%	66

Other funds holding FSIG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Darwin Wealth Management's FSIG Position: Q2 2026 in Review

Darwin Wealth Management reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 49% in Q2 2026, selling an estimated $7.58K and leaving 419 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Darwin Wealth Management first reported a position in FSIG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.57M in Q2 2022. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Darwin Wealth Management held 419 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $7.91K as of Q2 2026.
Darwin Wealth Management sold 400 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $7.58K.
First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #406 holding.
Darwin Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2022 and has held it in 17 quarters since.
Darwin Wealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.57M in Q2 2022.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.