Golden State Wealth Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Golden State Wealth 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
2026 Q2	$100K	Sell	5,305 -3,340	-39%	-$63.3K	0.01%	574
2026 Q1	$164K	Sell	8,645 -8,571	-50%	-$164K	0.02%	407
2025 Q4	$330K	Sell	17,216 -1,375	-7%	-$26.4K	0.03%	313
2025 Q3	$357K	Sell	18,591 -4,017	-18%	-$77K	0.04%	294
2025 Q2	$432K	Buy	+22,608	New	+$429K	0.05%	259
2025 Q1	–	Sell	-5,475	Closed	-$103K	–	1604
2024 Q4	$103K	Buy	+5,475	New	+$104K	0.02%	424

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

Golden State Wealth Management's FSIG Position: Q2 2026 in Review

Golden State Wealth Management reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 39% in Q2 2026, selling an estimated $63.3K and leaving 5,305 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #574.

Golden State Wealth Management first reported a position in FSIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $432K in Q2 2025. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Golden State Wealth Management held 5,305 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $100K as of Q2 2026.
Golden State Wealth Management sold 3,340 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $63.3K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #574 holding.
Golden State Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2024 and has held it in 6 quarters since.
Golden State Wealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $432K in Q2 2025.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.