Independent Advisor Alliance’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-514,911
| Closed | -$9.72M | – | 995 |
|
2024
Q4 | $9.72M | Buy |
+514,911
| New | +$9.72M | 0.13% | 171 |
|
2024
Q2 | – | Sell |
-135,579
| Closed | -$2.54M | – | 719 |
|
2024
Q1 | $2.54M | Buy |
135,579
+21,232
| +19% | +$399K | 0.09% | 186 |
|
2023
Q4 | $2.17M | Buy |
114,347
+1,161
| +1% | +$22K | 0.08% | 199 |
|
2023
Q3 | $2.08M | Buy |
113,186
+1,644
| +1% | +$30.2K | 0.09% | 191 |
|
2023
Q2 | $2.08M | Buy |
111,542
+4,920
| +5% | +$91.6K | 0.09% | 184 |
|
2023
Q1 | $2.01M | Buy |
+106,622
| New | +$2.01M | 0.1% | 192 |
|