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Keystone Financial Group (Kentucky)’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Keystone Financial Group (Kentucky)’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
2024
Q4 		– Sell
-10,625
Closed -$204K – 396
2024
Q3 		$204K Buy
+10,625
New +$202K 0.03% 351
2024
Q2 		– Sell
-10,625
Closed -$199K – 205
2024
Q1 		$199K Buy
+10,625
New +$200K 0.03% 334

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
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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s FSIG Position: Q4 2024 in Review

Keystone Financial Group (Kentucky) sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q4 2024, closing a stake of 10,625 shares — an estimated $204K sold.

Keystone Financial Group (Kentucky) first reported a position in FSIG in Q1 2024 and held it in 2 quarters. The position peaked at $204K in Q3 2024. 158 funds tracked by Wall St. Rank hold FSIG as of Q4 2024.

  • Keystone Financial Group (Kentucky) reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 10,625 First Trust Limited Duration Investment Grade Corporate ETF shares in Q4 2024, an estimated $204K.
  • Keystone Financial Group (Kentucky) first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2024 and held it in 2 quarters.
  • Keystone Financial Group (Kentucky)'s First Trust Limited Duration Investment Grade Corporate ETF position peaked at $204K in Q3 2024.
  • 158 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q4 2024.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2024, filed 13 Feb 2025.