GRP
FSIG icon

Global Retirement Partners’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Global Retirement Partners’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
Q4 		$190K Sell
9,879
-186
-2% -$3.57K ﹤0.01% 1507
2025
Q3 		$193K Buy
10,065
+93
+0.9% +$1.78K ﹤0.01% 1199
2025
Q2 		$191K Buy
+9,972
New +$189K ﹤0.01% 1117
2024
Q4 		$155K Buy
8,210
+143
+2% +$2.71K ﹤0.01% 1065
2024
Q3 		$155K Buy
8,067
+714
+10% +$13.6K ﹤0.01% 1023
2024
Q2 		$138K Sell
7,353
-672
-8% -$12.6K ﹤0.01% 1043
2024
Q1 		$151K Sell
8,025
-1,750
-18% -$33K 0.01% 902
2023
Q4 		$185K Buy
9,775
+5,114
+110% +$94.9K 0.01% 782
2023
Q3 		$85.3K Buy
4,661
+56
+1% +$1.04K ﹤0.01% 1004
2023
Q2 		$85.7K Buy
4,605
+384
+9% +$7.21K ﹤0.01% 1009
2023
Q1 		$79.8K Buy
4,221
+768
+22% +$14.4K ﹤0.01% 1011
2022
Q4 		$64.5K Buy
+3,453
New +$64.2K ﹤0.01% 984

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return