Everest Financial Group’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Everest Financial Group’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	$864K	Sell	45,800 -2,700	-6%	-$51.1K	0.12%	106
2026 Q1	$919K	Buy	+48,500	New	+$927K	0.15%	97

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

Everest Financial Group's FSIG Position: Q2 2026 in Review

Everest Financial Group reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 5.6% in Q2 2026, selling an estimated $51.1K and leaving 45,800 shares worth $864K. The position accounts for 0.12% of the portfolio, ranked #106.

Everest Financial Group first reported a position in FSIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $919K in Q1 2026. 161 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Everest Financial Group held 45,800 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $864K as of Q2 2026.
Everest Financial Group sold 2,700 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $51.1K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.12% of Everest Financial Group's portfolio in Q2 2026, its #106 holding.
Everest Financial Group first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2026 and has held it in 2 quarters since.
Everest Financial Group's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $919K in Q1 2026.
161 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.