FSB Premier Wealth Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.3M | Buy |
120,089
+17,020
| +17% | +$325K | 0.82% | 35 |
|
2025
Q1 | $1.95M | Buy |
103,069
+13,193
| +15% | +$250K | 0.76% | 38 |
|
2024
Q4 | $1.7M | Buy |
89,876
+14,481
| +19% | +$273K | 0.68% | 41 |
|
2024
Q3 | $1.45M | Buy |
75,395
+28,626
| +61% | +$550K | 0.59% | 42 |
|
2024
Q2 | $876K | Buy |
46,769
+18,831
| +67% | +$353K | 0.4% | 61 |
|
2024
Q1 | $524K | Buy |
27,938
+1,628
| +6% | +$30.6K | 0.24% | 89 |
|
2023
Q4 | $499K | Buy |
26,310
+3,720
| +16% | +$70.5K | 0.25% | 86 |
|
2023
Q3 | $415K | Buy |
22,590
+720
| +3% | +$13.2K | 0.23% | 92 |
|
2023
Q2 | $407K | Buy |
21,870
+10,104
| +86% | +$188K | 0.22% | 92 |
|
2023
Q1 | $222K | Buy |
+11,766
| New | +$222K | 0.12% | 134 |
|