Geneos 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 | $54.9K | Sell |
2,871
-1,720
| -37% | -$32.9K | ﹤0.01% | 1519 |
|
|
2025
Q1 | $87K | Buy |
4,591
+2,813
| +158% | +$53.3K | ﹤0.01% | 1643 |
|
|
2024
Q4 | $33.6K | Sell |
1,778
-9
| -0.5% | -$170 | ﹤0.01% | 1492 |
|
|
2024
Q3 | $34.3K | Buy |
1,787
+103
| +6% | +$1.98K | ﹤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% | +$3.72K | ﹤0.01% | 1341 |
|
|
2023
Q3 | $16.4K | Buy |
+892
| New | +$16.4K | ﹤0.01% | 1438 |
|