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

Integrated Wealth Concepts’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 		$3.97M Buy
210,658
+15,524
+8% +$294K 0.02% 677
2026
Q1 		$3.7M Buy
+195,134
New +$3.73M 0.03% 527
2025
Q4 		– Sell
-413,863
Closed -$7.95M – 1779
2025
Q3 		$7.95M Sell
413,863
-7,058
-2% -$135K 0.07% 270
2025
Q2 		$8.05M Sell
420,921
-3,407
-0.8% -$64.7K 0.08% 235
2025
Q1 		$8.04M Buy
424,328
+2,655
+0.6% +$50.2K 0.09% 214
2024
Q4 		$7.96M Sell
421,673
-71,778
-15% -$1.36M 0.09% 211
2024
Q3 		$9.47M Sell
493,451
-17,742
-3% -$338K 0.12% 179
2024
Q2 		$9.58M Sell
511,193
-67,693
-12% -$1.27M 0.13% 162
2024
Q1 		$10.9M Buy
578,886
+557,900
+2,658% +$10.5M 0.16% 152
2023
Q4 		$398K Sell
20,986
-1,092
-5% -$20.3K 0.01% 1105
2023
Q3 		$406K Sell
22,078
-3,511
-14% -$65.2K 0.01% 1069
2023
Q2 		$476K Sell
25,589
-32
-0.1% -$601 0.01% 998
2023
Q1 		$482K Buy
+25,621
New +$480K 0.01% 865

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Integrated Wealth Concepts's FSIG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 8% in Q2 2026, buying an estimated $294K and bringing the position to 210,658 shares worth $3.97M. The position accounts for 0.02% of the portfolio, ranked #677.

Integrated Wealth Concepts first reported a position in FSIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.9M in Q1 2024. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Integrated Wealth Concepts held 210,658 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $3.97M as of Q2 2026.
  • Integrated Wealth Concepts bought 15,524 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $294K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #677 holding.
  • Integrated Wealth Concepts first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $10.9M in Q1 2024.
  • 163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.