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
2026 Q2	$165K	Buy	+8,744	New	+$166K	﹤0.01%	1705
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 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

Global Retirement Partners's FSIG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2026: 8,744 shares worth $165K. The stake represents ﹤0.01% of the portfolio and ranks #1705 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FSIG as recently as Q4 2025.

Global Retirement Partners first reported a position in FSIG in Q4 2022 and has held it in 13 quarters since. The position peaked at $193K in Q3 2025. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Global Retirement Partners held 8,744 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $165K as of Q2 2026.
First Trust Limited Duration Investment Grade Corporate ETF was a new Global Retirement Partners position in Q2 2026.
First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1705 holding.
Global Retirement Partners first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 13 quarters since.
Global Retirement Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $193K in Q3 2025.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.