Independent Advisor Alliance’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-277,945	Closed	-$5.26M	–	1254
2026 Q1	$5.26M	Buy	+277,945	New	+$5.31M	0.06%	307
2025 Q1	–	Sell	-514,911	Closed	-$9.72M	–	995
2024 Q4	$9.72M	Buy	+514,911	New	+$9.77M	0.13%	171
2024 Q2	–	Sell	-135,579	Closed	-$2.54M	–	719
2024 Q1	$2.54M	Buy	135,579 +21,232	+19%	+$400K	0.09%	186
2023 Q4	$2.17M	Buy	114,347 +1,161	+1%	+$21.6K	0.08%	199
2023 Q3	$2.08M	Buy	113,186 +1,644	+1%	+$30.5K	0.09%	191
2023 Q2	$2.08M	Buy	111,542 +4,920	+5%	+$92.4K	0.09%	184
2023 Q1	$2.01M	Buy	+106,622	New	+$2M	0.1%	192

Other funds holding FSIG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Independent Advisor Alliance's FSIG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2026, closing a stake of 277,945 shares — an estimated $5.26M sold.

Independent Advisor Alliance first reported a position in FSIG in Q1 2023 and held it in 7 quarters. The position peaked at $9.72M in Q4 2024. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Independent Advisor Alliance reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 277,945 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $5.26M.
Independent Advisor Alliance first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and held it in 7 quarters.
Independent Advisor Alliance's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $9.72M in Q4 2024.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.