Gladstone Institutional Advisory’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Gladstone Institutional Advisory’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 Q2	$232K	Buy	12,313 +10	+0.1%	+$189	0.01%	821
2026 Q1	$233K	Sell	12,303 -399	-3%	-$7.63K	0.01%	758
2025 Q4	$244K	Buy	12,702 +218	+2%	+$4.19K	0.01%	701
2025 Q3	$240K	Buy	12,484 +1,724	+16%	+$33K	0.01%	716
2025 Q2	$206K	Buy	10,760 +636	+6%	+$12.1K	0.01%	712
2025 Q1	$192K	Sell	10,124 -2,398	-19%	-$45.4K	0.01%	691
2024 Q4	$236K	Buy	12,522 +61	+0.5%	+$1.16K	0.01%	640
2024 Q3	$239K	Sell	12,461 -12	-0.1%	-$229	0.01%	617
2024 Q2	$234K	Sell	12,473 -1,134	-8%	-$21.2K	0.01%	591
2024 Q1	$255K	Sell	13,607 -2,772	-17%	-$52.3K	0.01%	566
2023 Q4	$311K	Buy	+16,379	New	+$304K	0.02%	516

Other funds holding FSIG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gladstone Institutional Advisory's FSIG Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 0.08% in Q2 2026, buying an estimated $189 and bringing the position to 12,313 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #821.

Gladstone Institutional Advisory first reported a position in FSIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $311K in Q4 2023. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Gladstone Institutional Advisory held 12,313 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $232K as of Q2 2026.
Gladstone Institutional Advisory bought 10 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $189.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #821 holding.
Gladstone Institutional Advisory first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Gladstone Institutional Advisory's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $311K in Q4 2023.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.