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 Q3	$823K	Sell	44,782 -11,148	-20%	-$209K	0.02%	394
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Daymark Wealth Partners's FSIG Position: Q3 2026 in Review

Daymark Wealth Partners reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 20% in Q3 2026, selling an estimated $209K and leaving 44,782 shares worth $823K. The position accounts for 0.02% of the portfolio, ranked #394.

Daymark Wealth Partners first reported a position in FSIG in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q4 2025. 126 funds tracked by Wall St. Rank hold FSIG as of Q3 2026.

Daymark Wealth Partners held 44,782 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $823K as of Q3 2026.
Daymark Wealth Partners sold 11,148 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2026, an estimated $209K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q3 2026, its #394 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 9 quarters since.
Daymark Wealth Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.69M in Q4 2025.
126 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.