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

GeoWealth 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
2025 Q2	–	Sell	-9,420	Closed	-$178K	–	1245
2025 Q1	$178K	Buy	9,420 +22	+0.2%	+$416	0.01%	685
2024 Q4	$177K	Sell	9,398 -12,774	-58%	-$242K	0.01%	807
2024 Q3	$426K	Buy	22,172 +131	+0.6%	+$2.5K	0.02%	497
2024 Q2	$413K	Buy	22,041 +2,067	+10%	+$38.7K	0.02%	481
2024 Q1	$375K	Buy	+19,974	New	+$376K	0.01%	512
2023 Q4	–	Sell	-865	Closed	-$16K	–	692
2023 Q3	$16K	Buy	865 +300	+53%	+$5.57K	﹤0.01%	443
2023 Q2	$11K	Buy	+565	New	+$10.6K	﹤0.01%	402
2022 Q4	–	Sell	-969	Closed	-$18K	–	370
2022 Q3	$18K	Buy	+969	New	+$18.2K	﹤0.01%	319

Other funds holding FSIG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

GeoWealth Management's FSIG Position: Q2 2025 in Review

GeoWealth Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2025, closing a stake of 9,420 shares — an estimated $178K sold.

GeoWealth Management first reported a position in FSIG in Q3 2022 and held it in 8 quarters. The position peaked at $426K in Q3 2024. 157 funds tracked by Wall St. Rank hold FSIG as of Q2 2025.

GeoWealth Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2025 after selling out during the quarter.
GeoWealth Management sold 9,420 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2025, an estimated $178K.
GeoWealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2022 and held it in 8 quarters.
GeoWealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $426K in Q3 2024.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.