International Assets Investment Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

International Assets Investment Management’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 Q4	–	Sell	-5,583,795	Closed	-$128K	–	1188
2024 Q3	$128K	Buy	5,583,795 +5,583,455	+1,642,193%	+$106M	0.35%	71
2024 Q2	$6.38K	Buy	+340	New	+$6.36K	﹤0.01%	1786
2023 Q3	–	Sell	-55,828	Closed	-$2.99M	–	651
2023 Q2	$2.99M	Buy	+55,828	New	+$1.05M	0.4%	40

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

International Assets Investment Management's FSIG Position: Q4 2024 in Review

International Assets Investment Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q4 2024, closing a stake of 5,583,795 shares — an estimated $128K sold.

International Assets Investment Management first reported a position in FSIG in Q2 2023 and held it in 3 quarters. The position peaked at $2.99M in Q2 2023. 158 funds tracked by Wall St. Rank hold FSIG as of Q4 2024.

International Assets Investment Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q4 2024 after selling out during the quarter.
International Assets Investment Management sold 5,583,795 First Trust Limited Duration Investment Grade Corporate ETF shares in Q4 2024, an estimated $128K.
International Assets Investment Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2023 and held it in 3 quarters.
International Assets Investment Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $2.99M in Q2 2023.
158 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.