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

Kestra 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	$1.84M	Sell	97,503 -3,763	-4%	-$71.3K	0.01%	1417
2026 Q1	$1.92M	Sell	101,266 -31,842	-24%	-$609K	0.01%	1329
2025 Q4	$2.55M	Sell	133,108 -1,621	-1%	-$31.1K	0.01%	1076
2025 Q3	$2.59M	Sell	134,729 -19,598	-13%	-$376K	0.01%	1017
2025 Q2	$2.95M	Sell	154,327 -18,994	-11%	-$361K	0.01%	881
2025 Q1	$3.28M	Sell	173,321 -52,122	-23%	-$986K	0.02%	757
2024 Q4	$4.25M	Sell	225,443 -24,612	-10%	-$467K	0.02%	640
2024 Q3	$4.8M	Sell	250,055 -552,800	-69%	-$10.5M	0.03%	603
2024 Q2	$15M	Buy	802,855 +20,585	+3%	+$385K	0.08%	256
2024 Q1	$14.7M	Buy	782,270 +136,938	+21%	+$2.58M	0.1%	214
2023 Q4	$12.2M	Buy	645,332 +79,603	+14%	+$1.48M	0.1%	228
2023 Q3	$10.4M	Buy	565,729 +490,301	+650%	+$9.1M	0.1%	226
2023 Q2	$1.4M	Buy	75,428 +37,796	+100%	+$710K	0.01%	831
2023 Q1	$709K	Buy	37,632 +5,656	+18%	+$106K	0.01%	1109
2022 Q4	$597K	Buy	+31,976	New	+$594K	0.01%	1300

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

Kestra Advisory Services's FSIG Position: Q2 2026 in Review

Kestra Advisory Services reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 3.7% in Q2 2026, selling an estimated $71.3K and leaving 97,503 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #1417.

Kestra Advisory Services first reported a position in FSIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $15M in Q2 2024. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Kestra Advisory Services held 97,503 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.84M as of Q2 2026.
Kestra Advisory Services sold 3,763 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $71.3K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1417 holding.
Kestra Advisory Services first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Kestra Advisory Services's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $15M in Q2 2024.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.