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Kovack Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Kovack Advisors’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 		$272K Buy
14,450
+135
+0.9% +$2.56K 0.01% 846
2026
Q1 		$271K Buy
14,315
+1,482
+12% +$28.3K 0.01% 791
2025
Q4 		$246K Buy
+12,833
New +$247K 0.01% 849

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Kovack Advisors's FSIG Position: Q2 2026 in Review

Kovack Advisors increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 0.94% in Q2 2026, buying an estimated $2.56K and bringing the position to 14,450 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #846.

Kovack Advisors first reported a position in FSIG in Q4 2025 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Kovack Advisors held 14,450 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $272K as of Q2 2026.
  • Kovack Advisors bought 135 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $2.56K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #846 holding.
  • Kovack Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.