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 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 $1.66T 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Independent Advisor Alliance's FSIG Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2026: 277,945 shares worth $5.26M. The stake represents 0.06% of the portfolio and ranks #307 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FSIG as recently as Q4 2024.

Independent Advisor Alliance first reported a position in FSIG in Q1 2023 and has held it in 7 quarters since. The position peaked at $9.72M in Q4 2024. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

Independent Advisor Alliance held 277,945 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $5.26M as of Q1 2026.
First Trust Limited Duration Investment Grade Corporate ETF was a new Independent Advisor Alliance position in Q1 2026.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.06% of Independent Advisor Alliance's portfolio in Q1 2026, its #307 holding.
Independent Advisor Alliance first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 7 quarters since.
Independent Advisor Alliance's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $9.72M in Q4 2024.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.