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Key Financial Inc’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Key Financial Inc’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 		– Sell
-1,496
Closed -$28.7K – 1417
2025
Q4 		$28.7K Hold
1,496
– – 0.01% 647
2025
Q3 		$28.8K Hold
1,496
– – 0.01% 630
2025
Q2 		$28.6K Buy
+1,496
New +$28.4K 0.01% 609

Other funds holding FSIG

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Key Financial Inc's FSIG Position: Q1 2026 in Review

Key Financial Inc sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2026, closing a stake of 1,496 shares — an estimated $28.7K sold.

Key Financial Inc first reported a position in FSIG in Q2 2025 and held it in 3 quarters. The position peaked at $28.8K in Q3 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

  • Key Financial Inc reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Key Financial Inc sold 1,496 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $28.7K.
  • Key Financial Inc first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2025 and held it in 3 quarters.
  • Key Financial Inc's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $28.8K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.