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Householder Group Estate & Retirement Specialist’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$9K Buy
488
+4
+0.8% +$76 0.01% 371
2024
Q3 		$9K Buy
484
+26
+6% +$496 ﹤0.01% 828
2024
Q2 		$8K Buy
458
+4
+0.9% +$75 ﹤0.01% 854
2024
Q1 		$8.53K Buy
+454
New +$8.56K ﹤0.01% 848

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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FSIG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 0.83% in Q4 2024, buying an estimated $76 and bringing the position to 488 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #371.

Householder Group Estate & Retirement Specialist first reported a position in FSIG in Q1 2024 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold FSIG as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 488 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $9K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 4 First Trust Limited Duration Investment Grade Corporate ETF shares in Q4 2024, an estimated $76.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #371 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 4 quarters since.
  • 158 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.