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

Geneos 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
Q1 		$54.4K Hold
2,871
– – ﹤0.01% 1388
2025
Q4 		$55.1K Hold
2,871
– – ﹤0.01% 1357
2025
Q3 		$55.2K Hold
2,871
– – ﹤0.01% 1348
2025
Q2 		$54.9K Sell
2,871
-1,720
-37% -$32.7K ﹤0.01% 1519
2025
Q1 		$87K Buy
4,591
+2,813
+158% +$53.2K ﹤0.01% 1643
2024
Q4 		$33.6K Sell
1,778
-9
-0.5% -$171 ﹤0.01% 1492
2024
Q3 		$34.3K Buy
1,787
+103
+6% +$1.96K ﹤0.01% 1342
2024
Q2 		$31.6K Hold
1,684
– – ﹤0.01% 1219
2024
Q1 		$31.6K Buy
1,684
+596
+55% +$11.2K ﹤0.01% 1226
2023
Q4 		$20.6K Buy
1,088
+196
+22% +$3.64K ﹤0.01% 1341
2023
Q3 		$16.4K Buy
+892
New +$16.6K ﹤0.01% 1438

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Geneos Wealth Management's FSIG Position: Q1 2026 in Review

Geneos Wealth Management held its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) position steady in Q1 2026 at 2,871 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Geneos Wealth Management first reported a position in FSIG in Q3 2023 and has held it in 11 quarters since. The position peaked at $87K in Q1 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

  • Geneos Wealth Management held 2,871 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $54.4K as of Q1 2026.
  • Geneos Wealth Management left its First Trust Limited Duration Investment Grade Corporate ETF share count unchanged in Q1 2026.
  • First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1388 holding.
  • Geneos Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2023 and has held it in 11 quarters since.
  • Geneos Wealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $87K in Q1 2025.
  • 157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.