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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
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

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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
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return