Imprint Wealth’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Imprint Wealth’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 Q1	$1.42M	Buy	75,778 +602	+0.8%	+$11.3K	0.34%	71
2023 Q4	$1.43M	Buy	75,176 +6,574	+10%	+$122K	1.15%	25
2023 Q3	$1.26M	Buy	68,602 +8,110	+13%	+$151K	1.07%	28
2023 Q2	$1.13M	Buy	+60,492	New	+$1.14M	0.71%	41

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Imprint Wealth's FSIG Position: Q1 2024 in Review

Imprint Wealth increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 0.8% in Q1 2024, buying an estimated $11.3K and bringing the position to 75,778 shares worth $1.42M. The position accounts for 0.34% of the portfolio, ranked #71.

Imprint Wealth first reported a position in FSIG in Q2 2023 and has held it in 4 quarters since. The position peaked at $1.43M in Q4 2023. 139 funds tracked by Wall St. Rank hold FSIG as of Q1 2024.

Imprint Wealth held 75,778 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.42M as of Q1 2024.
Imprint Wealth bought 602 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2024, an estimated $11.3K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.34% of Imprint Wealth's portfolio in Q1 2024, its #71 holding.
Imprint Wealth first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2023 and has held it in 4 quarters since.
Imprint Wealth's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.43M in Q4 2023.
139 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.