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EWG Elevate’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

EWG Elevate’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
2025
Q3 		$2.67M Sell
139,204
-65,883
-32% -$1.26M 0.84% 42
2025
Q2 		$3.92M Sell
205,087
-863
-0.4% -$16.4K 1.21% 24
2025
Q1 		$3.9M Buy
205,950
+11,034
+6% +$209K 1.46% 18
2024
Q4 		$3.68M Buy
194,916
+7,957
+4% +$151K 1.12% 22
2024
Q3 		$3.59M Sell
186,959
-225
-0.1% -$4.29K 1.44% 19
2024
Q2 		$3.51M Buy
187,184
+8,517
+5% +$159K 1.28% 26
2024
Q1 		$3.35M Buy
178,667
+9,455
+6% +$178K 1.28% 28
2023
Q4 		$3.21M Buy
+169,212
New +$3.14M 1.33% 25
2023
Q3 		– Sell
-148,422
Closed -$2.76M – 103
2023
Q2 		$2.76M Buy
148,422
+11,372
+8% +$214K 1.14% 33
2023
Q1 		$2.58M Buy
+137,050
New +$2.57M 1.1% 36

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EWG Elevate's FSIG Position: Q3 2025 in Review

EWG Elevate reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 32% in Q3 2025, selling an estimated $1.26M and leaving 139,204 shares worth $2.67M. The position accounts for 0.84% of the portfolio, ranked #42.

EWG Elevate first reported a position in FSIG in Q1 2023 and has held it in 10 quarters since. The position peaked at $3.92M in Q2 2025. 149 funds tracked by Wall St. Rank hold FSIG as of Q3 2025.

  • EWG Elevate held 139,204 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $2.67M as of Q3 2025.
  • EWG Elevate sold 65,883 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2025, an estimated $1.26M.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.84% of EWG Elevate's portfolio in Q3 2025, its #42 holding.
  • EWG Elevate first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 10 quarters since.
  • EWG Elevate's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $3.92M in Q2 2025.
  • 149 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.