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Daymark Wealth Partners’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Daymark Wealth Partners’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 		$1.51M Sell
79,870
-7,997
-9% -$153K 0.05% 244
2025
Q4 		$1.69M Buy
87,867
+12,698
+17% +$244K 0.05% 217
2025
Q3 		$1.44M Buy
75,169
+22,798
+44% +$437K 0.05% 231
2025
Q2 		$1M Buy
52,371
+1,869
+4% +$35.5K 0.04% 265
2025
Q1 		$957K Buy
50,502
+4,884
+11% +$92.4K 0.04% 247
2024
Q4 		$861K Buy
45,618
+20,781
+84% +$394K 0.04% 256
2024
Q3 		$477K Buy
+24,837
New +$473K 0.02% 340

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

Daymark Wealth Partners's FSIG Position: Q1 2026 in Review

Daymark Wealth Partners reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 9.1% in Q1 2026, selling an estimated $153K and leaving 79,870 shares worth $1.51M. The position accounts for 0.05% of the portfolio, ranked #244.

Daymark Wealth Partners first reported a position in FSIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q4 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

  • Daymark Wealth Partners held 79,870 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.51M as of Q1 2026.
  • Daymark Wealth Partners sold 7,997 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $153K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.05% of Daymark Wealth Partners's portfolio in Q1 2026, its #244 holding.
  • Daymark Wealth Partners first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2024 and has held it in 7 quarters since.
  • Daymark Wealth Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.69M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.