Harvest Investment Services’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Harvest Investment Services’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	$1.12M	Sell	58,915 -3,436	-6%	-$65.7K	0.2%	115
2025 Q4	$1.2M	Sell	62,351 -7,115	-10%	-$137K	0.23%	109
2025 Q3	$1.33M	Sell	69,466 -892	-1%	-$17.1K	0.27%	101
2025 Q2	$1.35M	Sell	70,358 -1,393	-2%	-$26.4K	0.3%	91
2025 Q1	$1.36M	Sell	71,751 -81,904	-53%	-$1.55M	0.38%	59
2024 Q4	$2.9M	Sell	153,655 -9,012	-6%	-$171K	0.71%	37
2024 Q3	$3.12M	Buy	+162,667	New	+$3.1M	1%	24

Other funds holding FSIG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Harvest Investment Services's FSIG Position: Q1 2026 in Review

Harvest Investment Services reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 5.5% in Q1 2026, selling an estimated $65.7K and leaving 58,915 shares worth $1.12M. The position accounts for 0.2% of the portfolio, ranked #115.

Harvest Investment Services first reported a position in FSIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.12M in Q3 2024. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

Harvest Investment Services held 58,915 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.12M as of Q1 2026.
Harvest Investment Services sold 3,436 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $65.7K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.2% of Harvest Investment Services's portfolio in Q1 2026, its #115 holding.
Harvest Investment Services first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2024 and has held it in 7 quarters since.
Harvest Investment Services's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $3.12M in Q3 2024.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.