FSB Premier Wealth Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

FSB Premier Wealth Management’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	$1.35M	Sell	71,538 -61,764	-46%	-$1.17M	0.38%	71
2026 Q1	$2.52M	Buy	133,302 +4,766	+4%	+$91.1K	0.79%	36
2025 Q4	$2.47M	Buy	128,536 +2,053	+2%	+$39.4K	0.78%	35
2025 Q3	$2.43M	Buy	126,483 +6,394	+5%	+$123K	0.8%	36
2025 Q2	$2.3M	Buy	120,089 +17,020	+17%	+$323K	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%	+$275K	0.68%	41
2024 Q3	$1.45M	Buy	75,395 +28,626	+61%	+$546K	0.59%	42
2024 Q2	$876K	Buy	46,769 +18,831	+67%	+$352K	0.4%	61
2024 Q1	$524K	Buy	27,938 +1,628	+6%	+$30.7K	0.24%	89
2023 Q4	$499K	Buy	26,310 +3,720	+16%	+$69.1K	0.25%	86
2023 Q3	$415K	Buy	22,590 +720	+3%	+$13.4K	0.23%	92
2023 Q2	$407K	Buy	21,870 +10,104	+86%	+$190K	0.22%	92
2023 Q1	$222K	Buy	+11,766	New	+$221K	0.12%	134

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

FSB Premier Wealth Management's FSIG Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 46% in Q2 2026, selling an estimated $1.17M and leaving 71,538 shares worth $1.35M. The position accounts for 0.38% of the portfolio, ranked #71.

FSB Premier Wealth Management first reported a position in FSIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.52M in Q1 2026. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

FSB Premier Wealth Management held 71,538 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.35M as of Q2 2026.
FSB Premier Wealth Management sold 61,764 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $1.17M.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.38% of FSB Premier Wealth Management's portfolio in Q2 2026, its #71 holding.
FSB Premier Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 14 quarters since.
FSB Premier Wealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $2.52M in Q1 2026.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.