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Godfrey Financial Associates’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Godfrey Financial Associates’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 		$35.5K Hold
1,884
– – 0.03% 277
2026
Q1 		$35.7K Hold
1,884
– – 0.03% 264
2025
Q4 		$36.2K Buy
+1,884
New +$36.2K 0.03% 254

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Godfrey Financial Associates's FSIG Position: Q2 2026 in Review

Godfrey Financial Associates held its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) position steady in Q2 2026 at 1,884 shares worth $35.5K. The position accounts for 0.03% of the portfolio, ranked #277.

Godfrey Financial Associates first reported a position in FSIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $36.2K in Q4 2025. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Godfrey Financial Associates held 1,884 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $35.5K as of Q2 2026.
  • Godfrey Financial Associates left its First Trust Limited Duration Investment Grade Corporate ETF share count unchanged in Q2 2026.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.03% of Godfrey Financial Associates's portfolio in Q2 2026, its #277 holding.
  • Godfrey Financial Associates first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $36.2K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.