Guardian Wealth Advisors (North Carolina)’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$755K	Buy	40,060 +23,310	+139%	+$442K	0.04%	184
2026 Q1	$317K	Sell	16,750 -24,250	-59%	-$464K	0.02%	276
2025 Q4	$787K	Hold	41,000	–	–	0.05%	173
2025 Q3	$788K	Sell	41,000 -4,000	-9%	-$76.7K	0.05%	164
2025 Q2	$860K	Hold	45,000	–	–	0.06%	153
2025 Q1	$852K	Hold	45,000	–	–	0.07%	139
2024 Q4	$849K	Sell	45,000 -9,750	-18%	-$185K	0.07%	146
2024 Q3	$1.05M	Hold	54,750	–	–	0.11%	101
2024 Q2	$1.03M	Hold	54,750	–	–	0.12%	97
2024 Q1	$1.03M	Hold	54,750	–	–	0.13%	98
2023 Q4	$1.04M	Buy	54,750 +9,500	+21%	+$176K	0.16%	81
2023 Q3	$832K	Hold	45,250	–	–	0.14%	93
2023 Q2	$843K	Buy	45,250 +24,250	+115%	+$455K	0.14%	86
2023 Q1	$395K	Hold	21,000	–	–	0.07%	142
2022 Q4	$392K	Buy	+21,000	New	+$390K	0.08%	131

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

Guardian Wealth Advisors (North Carolina)'s FSIG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 139% in Q2 2026, buying an estimated $442K and bringing the position to 40,060 shares worth $755K. The position accounts for 0.04% of the portfolio, ranked #184.

Guardian Wealth Advisors (North Carolina) first reported a position in FSIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.05M in Q3 2024. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 40,060 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $755K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 23,310 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $442K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #184 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Guardian Wealth Advisors (North Carolina)'s First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.05M in Q3 2024.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.