Keating Financial Advisory Services’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Keating Financial Advisory Services’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	$564K	Buy	29,913 +995	+3%	+$18.8K	0.07%	184
2026 Q1	$548K	Sell	28,918 -18,472	-39%	-$353K	0.09%	148
2025 Q4	$909K	Buy	+47,390	New	+$910K	0.12%	135

Other funds holding FSIG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Keating Financial Advisory Services's FSIG Position: Q2 2026 in Review

Keating Financial Advisory Services increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 3.4% in Q2 2026, buying an estimated $18.8K and bringing the position to 29,913 shares worth $564K. The position accounts for 0.07% of the portfolio, ranked #184.

Keating Financial Advisory Services first reported a position in FSIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $909K in Q4 2025. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Keating Financial Advisory Services held 29,913 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $564K as of Q2 2026.
Keating Financial Advisory Services bought 995 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $18.8K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.07% of Keating Financial Advisory Services's portfolio in Q2 2026, its #184 holding.
Keating Financial Advisory Services first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $909K in Q4 2025.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.