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

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

KMG Fiduciary Partners's FSIG Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2026, closing a stake of 340,507 shares — an estimated $6.45M sold.

KMG Fiduciary Partners first reported a position in FSIG in Q2 2024 and held it in 8 quarters. The position peaked at $8.39M in Q4 2025. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

KMG Fiduciary Partners reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 340,507 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $6.45M.
KMG Fiduciary Partners first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2024 and held it in 8 quarters.
KMG Fiduciary Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $8.39M in Q4 2025.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.