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Foundations Investment Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Foundations Investment Advisors’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 		– Sell
-13,849
Closed -$262K – 1246
2026
Q1 		$262K Buy
+13,849
New +$265K ﹤0.01% 966

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Foundations Investment Advisors's FSIG Position: Q2 2026 in Review

Foundations Investment Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2026, closing a stake of 13,849 shares — an estimated $262K sold.

Foundations Investment Advisors first reported a position in FSIG in Q1 2026 and held it in 1 quarter. The position peaked at $262K in Q1 2026. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Foundations Investment Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 13,849 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $262K.
  • Foundations Investment Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Foundations Investment Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $262K 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.