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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
2026
Q2 		$19.9K Buy
+1,058
New +$20K ﹤0.01% 1608
2024
Q4 		– Sell
-128,242
Closed -$5.58M – 1188
2024
Q3 		$5.58M Buy
128,242
+127,902
+37,618% +$2.44M 0.45% 43
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
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

International Assets Investment Management's FSIG Position: Q2 2026 in Review

International Assets Investment Management opened a new position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2026: 1,058 shares worth $19.9K. The stake represents ﹤0.01% of the portfolio and ranks #1608 among its holdings. This is a return to the name: International Assets Investment Management previously reported a position in FSIG as recently as Q3 2024.

International Assets Investment Management first reported a position in FSIG in Q2 2023 and has held it in 4 quarters since. The position peaked at $5.58M in Q3 2024. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • International Assets Investment Management held 1,058 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $19.9K as of Q2 2026.
  • First Trust Limited Duration Investment Grade Corporate ETF was a new International Assets Investment Management position in Q2 2026.
  • First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1608 holding.
  • International Assets Investment Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2023 and has held it in 4 quarters since.
  • International Assets Investment Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $5.58M in Q3 2024.
  • 164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.