Envestnet Asset Management
FSIG icon

Envestnet Asset Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Envestnet Asset 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 		$37.2M Buy
1,972,353
+7,017
+0.4% +$133K 0.01% 1040
2026
Q1 		$37.2M Buy
1,965,336
+124,618
+7% +$2.38M 0.01% 954
2025
Q4 		$35.3M Buy
1,840,718
+77,246
+4% +$1.48M 0.01% 911
2025
Q3 		$33.9M Buy
1,763,472
+126,797
+8% +$2.43M 0.01% 955
2025
Q2 		$31.3M Buy
1,636,675
+268,573
+20% +$5.1M 0.01% 981
2025
Q1 		$25.9M Sell
1,368,102
-153,158
-10% -$2.9M 0.01% 1030
2024
Q4 		$28.7M Buy
1,521,260
+79,095
+5% +$1.5M 0.01% 974
2024
Q3 		$27.7M Buy
1,442,165
+24,168
+2% +$461K 0.01% 997
2024
Q2 		$26.6M Buy
1,417,997
+74,764
+6% +$1.4M 0.01% 966
2024
Q1 		$25.2M Buy
1,343,233
+177,835
+15% +$3.35M 0.01% 980
2023
Q4 		$22.1M Buy
1,165,398
+97,067
+9% +$1.8M 0.01% 976
2023
Q3 		$19.6M Sell
1,068,331
-338,715
-24% -$6.29M 0.01% 986
2023
Q2 		$26.2M Buy
1,407,046
+75,684
+6% +$1.42M 0.01% 803
2023
Q1 		$25.1M Buy
1,331,362
+687,651
+107% +$12.9M 0.01% 771
2022
Q4 		$12M Buy
+643,711
New +$12M 0.01% 1105

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management's FSIG Position: Q2 2026 in Review

Envestnet Asset Management increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 0.36% in Q2 2026, buying an estimated $133K and bringing the position to 1,972,353 shares worth $37.2M. The position accounts for 0.01% of the portfolio, ranked #1040.

Envestnet Asset Management first reported a position in FSIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $37.2M in Q1 2026. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Envestnet Asset Management held 1,972,353 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $37.2M as of Q2 2026.
  • Envestnet Asset Management bought 7,017 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $133K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1040 holding.
  • Envestnet Asset Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • Envestnet Asset Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $37.2M in Q1 2026.
  • 163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.