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

Kestra Private Wealth 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	$1.35M	Sell	71,566 -70	-0.1%	-$1.33K	0.01%	755
2026 Q1	$1.36M	Sell	71,636 -4,720	-6%	-$90.2K	0.02%	695
2025 Q4	$1.47M	Sell	76,356 -1,244	-2%	-$23.9K	0.02%	653
2025 Q3	$1.49M	Sell	77,600 -1,652	-2%	-$31.7K	0.02%	628
2025 Q2	$1.52M	Buy	79,252 +946	+1%	+$18K	0.02%	586
2025 Q1	$1.48M	Sell	78,306 -7,073	-8%	-$134K	0.02%	545
2024 Q4	$1.61M	Sell	85,379 -7,517	-8%	-$143K	0.03%	495
2024 Q3	$1.78M	Sell	92,896 -25,495	-22%	-$486K	0.03%	453
2024 Q2	$2.22M	Sell	118,391 -19,724	-14%	-$369K	0.04%	367
2024 Q1	$2.59M	Sell	138,115 -64,322	-32%	-$1.21M	0.06%	312
2023 Q4	$3.84M	Buy	202,437 +14,577	+8%	+$271K	0.1%	222
2023 Q3	$3.45M	Buy	187,860 +153,056	+440%	+$2.84M	0.11%	215
2023 Q2	$648K	Buy	+34,804	New	+$654K	0.02%	554

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 Private Wealth Services's FSIG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 0.1% in Q2 2026, selling an estimated $1.33K and leaving 71,566 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #755.

Kestra Private Wealth Services first reported a position in FSIG in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.84M in Q4 2023. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Kestra Private Wealth Services held 71,566 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.35M as of Q2 2026.
Kestra Private Wealth Services sold 70 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $1.33K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #755 holding.
Kestra Private Wealth Services first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2023 and has held it in 13 quarters since.
Kestra Private Wealth Services's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $3.84M in Q4 2023.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

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