Essex Savings Bank’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Essex Savings Bank’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	$283K	Hold	15,015	–	–	0.06%	252
2026 Q1	$284K	Sell	15,015 -64	-0.4%	-$1.22K	0.06%	231
2025 Q4	$289K	Hold	15,079	–	–	0.06%	236
2025 Q3	$290K	Hold	15,079	–	–	0.07%	234
2025 Q2	$288K	Hold	15,079	–	–	0.07%	222
2025 Q1	$285K	Hold	15,079	–	–	0.07%	221
2024 Q4	$284K	Buy	+15,079	New	+$286K	0.07%	217

Other funds holding FSIG

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Essex Savings Bank's FSIG Position: Q2 2026 in Review

Essex Savings Bank held its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) position steady in Q2 2026 at 15,015 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #252.

Essex Savings Bank first reported a position in FSIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $290K in Q3 2025. 66 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Essex Savings Bank held 15,015 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $283K as of Q2 2026.
Essex Savings Bank left its First Trust Limited Duration Investment Grade Corporate ETF share count unchanged in Q2 2026.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.06% of Essex Savings Bank's portfolio in Q2 2026, its #252 holding.
Essex Savings Bank first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Essex Savings Bank's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $290K in Q3 2025.
66 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.