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

Kestra 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
2025
Q1 		– Sell
-6,379
Closed -$120K – 1089
2024
Q4 		$120K Buy
+6,379
New +$121K ﹤0.01% 415

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kestra Investment Management's FSIG Position: Q1 2025 in Review

Kestra Investment Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2025, closing a stake of 6,379 shares — an estimated $120K sold.

Kestra Investment Management first reported a position in FSIG in Q4 2024 and held it in 1 quarter. The position peaked at $120K in Q4 2024. 151 funds tracked by Wall St. Rank hold FSIG as of Q1 2025.

  • Kestra Investment Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 6,379 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2025, an estimated $120K.
  • Kestra Investment Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $120K in Q4 2024.
  • 151 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.