GPW
FSIG icon

Gentry Private Wealth’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Gentry Private Wealth’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
2024
Q4 		– Sell
-13,907
Closed -$267K – 50
2024
Q3 		$267K Sell
13,907
-30,452
-69% -$580K 0.22% 74
2024
Q2 		$831K Buy
+44,359
New +$830K 0.73% 21

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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gentry Private Wealth's FSIG Position: Q4 2024 in Review

Gentry Private Wealth sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q4 2024, closing a stake of 13,907 shares — an estimated $267K sold.

Gentry Private Wealth first reported a position in FSIG in Q2 2024 and held it in 2 quarters. The position peaked at $831K in Q2 2024. 158 funds tracked by Wall St. Rank hold FSIG as of Q4 2024.

  • Gentry Private Wealth reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Gentry Private Wealth sold 13,907 First Trust Limited Duration Investment Grade Corporate ETF shares in Q4 2024, an estimated $267K.
  • Gentry Private Wealth first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2024 and held it in 2 quarters.
  • Gentry Private Wealth's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $831K in Q2 2024.
  • 158 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q4 2024.

Based on Gentry Private Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.