GIA
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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
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return