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

HBW Advisory 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
2023 Q1	–	Sell	-12,894	Closed	-$241K	–	270
2022 Q4	$241K	Buy	+12,894	New	+$240K	0.06%	222

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HBW Advisory Services's FSIG Position: Q1 2023 in Review

HBW Advisory Services sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2023, closing a stake of 12,894 shares — an estimated $241K sold.

HBW Advisory Services first reported a position in FSIG in Q4 2022 and held it in 1 quarter. The position peaked at $241K in Q4 2022. 87 funds tracked by Wall St. Rank hold FSIG as of Q1 2023.

HBW Advisory Services reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2023 after selling out during the quarter.
HBW Advisory Services sold 12,894 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2023, an estimated $241K.
HBW Advisory Services first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and held it in 1 quarter.
HBW Advisory Services's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $241K in Q4 2022.
87 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2023.

Based on HBW Advisory Services's 13F filing for Q1 2023, filed 7 Apr 2023.