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Gateway Wealth Partners’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Gateway Wealth Partners’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 		$831K Sell
44,068
-12,779
-22% -$242K 0.05% 346
2026
Q1 		$1.08M Buy
56,847
+34,127
+150% +$652K 0.04% 363
2025
Q4 		$436K Sell
22,720
-610
-3% -$11.7K 0.05% 299
2025
Q3 		$448K Sell
23,330
-1,526
-6% -$29.2K 0.06% 261
2025
Q2 		$475K Sell
24,856
-4,707
-16% -$89.4K 0.09% 203
2025
Q1 		$560K Sell
29,563
-85
-0.3% -$1.61K 0.13% 164
2024
Q4 		$559K Sell
29,648
-671
-2% -$12.7K 0.14% 151
2024
Q3 		$582K Buy
30,319
+4,669
+18% +$89K 0.16% 137
2024
Q2 		$481K Buy
25,650
+5,487
+27% +$103K 0.15% 148
2024
Q1 		$378K Sell
20,163
-4,490
-18% -$84.6K 0.14% 144
2023
Q4 		$467K Buy
24,653
+620
+3% +$11.5K 0.19% 111
2023
Q3 		$442K Buy
24,033
+1,515
+7% +$28.1K 0.08% 141
2023
Q2 		$419K Buy
22,518
+6,208
+38% +$117K 0.07% 141
2023
Q1 		$307K Buy
+16,310
New +$306K 0.05% 159

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

Gateway Wealth Partners's FSIG Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 22% in Q2 2026, selling an estimated $242K and leaving 44,068 shares worth $831K. The position accounts for 0.05% of the portfolio, ranked #346.

Gateway Wealth Partners first reported a position in FSIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.08M in Q1 2026. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Gateway Wealth Partners held 44,068 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $831K as of Q2 2026.
  • Gateway Wealth Partners sold 12,779 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $242K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.05% of Gateway Wealth Partners's portfolio in Q2 2026, its #346 holding.
  • Gateway Wealth Partners first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 14 quarters since.
  • Gateway Wealth Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.08M 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 Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.