Envestnet Portfolio Solutions’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Envestnet Portfolio Solutions’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	$5.66M	Sell	300,136 -19,098	-6%	-$362K	0.03%	310
2026 Q1	$6.05M	Sell	319,234 -10,916	-3%	-$209K	0.03%	257
2025 Q4	$6.34M	Sell	330,150 -636	-0.2%	-$12.2K	0.02%	322
2025 Q3	$6.35M	Sell	330,786 -8,677	-3%	-$166K	0.02%	302
2025 Q2	$6.49M	Sell	339,463 -65,786	-16%	-$1.25M	0.02%	301
2025 Q1	$7.68M	Sell	405,249 -42,317	-9%	-$801K	0.03%	275
2024 Q4	$8.45M	Buy	447,566 +59,361	+15%	+$1.13M	0.03%	278
2024 Q3	$7.45M	Sell	388,205 -14,226	-4%	-$271K	0.02%	304
2024 Q2	$7.54M	Buy	402,431 +13,361	+3%	+$250K	0.03%	283
2024 Q1	$7.3M	Buy	389,070 +18,302	+5%	+$345K	0.03%	295
2023 Q4	$7.03M	Buy	370,768 +11,250	+3%	+$209K	0.03%	257
2023 Q3	$6.61M	Buy	+359,518	New	+$6.67M	0.03%	247

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

Envestnet Portfolio Solutions's FSIG Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 6% in Q2 2026, selling an estimated $362K and leaving 300,136 shares worth $5.66M. The position accounts for 0.03% of the portfolio, ranked #310.

Envestnet Portfolio Solutions first reported a position in FSIG in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.45M in Q4 2024. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Envestnet Portfolio Solutions held 300,136 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $5.66M as of Q2 2026.
Envestnet Portfolio Solutions sold 19,098 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $362K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #310 holding.
Envestnet Portfolio Solutions first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $8.45M in Q4 2024.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.