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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Harbour Investments's FSIG Position: Q1 2026 in Review

Harbour Investments increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 16% in Q1 2026, buying an estimated $50.4K and bringing the position to 19,497 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #1196.

Harbour Investments first reported a position in FSIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q3 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

  • Harbour Investments held 19,497 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $369K as of Q1 2026.
  • Harbour Investments bought 2,634 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $50.4K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1196 holding.
  • Harbour Investments first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 14 quarters since.
  • Harbour Investments's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.01M in Q3 2025.
  • 157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.