KFP
FSIG icon

KMG Fiduciary Partners’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-340,507
Closed -$6.45M – 230
2026
Q1 		$6.45M Sell
340,507
-96,631
-22% -$1.85M 0.48% 58
2025
Q4 		$8.39M Buy
437,138
+12,691
+3% +$244K 0.6% 49
2025
Q3 		$8.15M Buy
424,447
+8,883
+2% +$170K 0.55% 51
2025
Q2 		$7.95M Buy
415,564
+43,293
+12% +$822K 0.59% 49
2025
Q1 		$7.05M Buy
372,271
+34,187
+10% +$647K 0.59% 48
2024
Q4 		$6.38M Buy
338,084
+35,901
+12% +$681K 0.53% 50
2024
Q3 		$5.8M Buy
302,183
+252,207
+505% +$4.81M 0.5% 54
2024
Q2 		$937K Buy
+49,976
New +$935K 0.09% 148

Other funds holding FSIG

TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return