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 Q2	$1.05M	Sell	55,930 -23,940	-30%	-$454K	0.03%	331
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 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

Daymark Wealth Partners's FSIG Position: Q2 2026 in Review

Daymark Wealth Partners reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 30% in Q2 2026, selling an estimated $454K and leaving 55,930 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #331.

Daymark Wealth Partners first reported a position in FSIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.69M in Q4 2025. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Daymark Wealth Partners held 55,930 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.05M as of Q2 2026.
Daymark Wealth Partners sold 23,940 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $454K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #331 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 8 quarters since.
Daymark Wealth Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.69M in Q4 2025.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.