GeoWealth 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 | – | Sell |
-9,420
| Closed | -$178K | – | 1245 |
|
|
2025
Q1 | $178K | Buy |
9,420
+22
| +0.2% | +$417 | 0.01% | 685 |
|
|
2024
Q4 | $177K | Sell |
9,398
-12,774
| -58% | -$241K | 0.01% | 807 |
|
|
2024
Q3 | $426K | Buy |
22,172
+131
| +0.6% | +$2.52K | 0.02% | 497 |
|
|
2024
Q2 | $413K | Buy |
22,041
+2,067
| +10% | +$38.7K | 0.02% | 481 |
|
|
2024
Q1 | $375K | Buy |
+19,974
| New | +$375K | 0.01% | 512 |
|
|
2023
Q4 | – | Sell |
-865
| Closed | -$16K | – | 692 |
|
|
2023
Q3 | $16K | Buy |
865
+300
| +53% | +$5.55K | ﹤0.01% | 443 |
|
|
2023
Q2 | $11K | Buy |
+565
| New | +$11K | ﹤0.01% | 402 |
|
|
2022
Q4 | – | Sell |
-969
| Closed | -$18K | – | 370 |
|
|
2022
Q3 | $18K | Buy |
+969
| New | +$18K | ﹤0.01% | 319 |
|