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Jaffetilchin Investment Partners’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Jaffetilchin Investment Partners’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
2023
Q1 		– Sell
-15,048
Closed -$281K – 365
2022
Q4 		$281K Buy
+15,048
New +$280K 0.03% 286

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SI
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Envestnet Asset Management
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Jaffetilchin Investment Partners's FSIG Position: Q1 2023 in Review

Jaffetilchin Investment Partners sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2023, closing a stake of 15,048 shares — an estimated $281K sold.

Jaffetilchin Investment Partners first reported a position in FSIG in Q4 2022 and held it in 1 quarter. The position peaked at $281K in Q4 2022. 87 funds tracked by Wall St. Rank hold FSIG as of Q1 2023.

  • Jaffetilchin Investment Partners reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 15,048 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2023, an estimated $281K.
  • Jaffetilchin Investment Partners first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $281K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2023.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2023, filed 11 May 2023.