Global View Capital Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Global View Capital 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	-11,057	Closed	-$209K	–	123
2025 Q1	$209K	Sell	11,057 -2,398	-18%	-$45.4K	0.08%	100
2024 Q4	$254K	Buy	+13,455	New	+$255K	0.09%	106

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

Global View Capital Management's FSIG Position: Q2 2025 in Review

Global View Capital Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2025, closing a stake of 11,057 shares — an estimated $209K sold.

Global View Capital Management first reported a position in FSIG in Q4 2024 and held it in 2 quarters. The position peaked at $254K in Q4 2024. 157 funds tracked by Wall St. Rank hold FSIG as of Q2 2025.

Global View Capital Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2025 after selling out during the quarter.
Global View Capital Management sold 11,057 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2025, an estimated $209K.
Global View Capital Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2024 and held it in 2 quarters.
Global View Capital Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $254K in Q4 2024.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2025.

Based on Global View Capital Management's 13F filing for Q2 2025, filed 15 Aug 2025.