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Harbour Investments’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Harbour Investments’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 		$570K Buy
30,205
+10,708
+55% +$203K 0.01% 1064
2026
Q1 		$369K Buy
19,497
+2,634
+16% +$50.4K 0.01% 1196
2025
Q4 		$324K Sell
16,863
-35,802
-68% -$688K 0.01% 1055
2025
Q3 		$1.01M Buy
52,665
+7,541
+17% +$145K 0.02% 560
2025
Q2 		$863K Buy
45,124
+4,875
+12% +$92.6K 0.02% 580
2025
Q1 		$762K Buy
40,249
+8,235
+26% +$156K 0.02% 571
2024
Q4 		$604K Buy
32,014
+3,137
+11% +$59.5K 0.02% 641
2024
Q3 		$554K Buy
28,877
+18,214
+171% +$347K 0.02% 629
2024
Q2 		$200K Sell
10,663
-22,900
-68% -$428K 0.01% 949
2024
Q1 		$630K Sell
33,563
-2,878
-8% -$54.2K 0.02% 513
2023
Q4 		$691K Buy
36,441
+1,141
+3% +$21.2K 0.03% 448
2023
Q3 		$649K Sell
35,300
-2,842
-7% -$52.7K 0.03% 419
2023
Q2 		$710K Buy
38,142
+1,664
+5% +$31.2K 0.04% 416
2023
Q1 		$687K Buy
36,478
+36,453
+145,812% +$683K 0.04% 399
2022
Q4 		$467 Buy
+25
New +$465 ﹤0.01% 2802

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

Harbour Investments's FSIG Position: Q2 2026 in Review

Harbour Investments increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 55% in Q2 2026, buying an estimated $203K and bringing the position to 30,205 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #1064.

Harbour Investments first reported a position in FSIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.01M in Q3 2025. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Harbour Investments held 30,205 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $570K as of Q2 2026.
  • Harbour Investments bought 10,708 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $203K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1064 holding.
  • Harbour Investments first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • Harbour Investments's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.01M 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 Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.