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Larson Financial Group’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Larson Financial Group’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 		$15.2K Hold
800
– – ﹤0.01% 2002
2025
Q4 		$15.4K Sell
800
-518
-39% -$9.95K ﹤0.01% 1863
2025
Q3 		$25.3K Buy
1,318
+518
+65% +$9.93K ﹤0.01% 1508
2025
Q2 		$15.3K Hold
800
– – ﹤0.01% 1616
2025
Q1 		$15.2K Hold
800
– – ﹤0.01% 1466
2024
Q4 		$15.1K Hold
800
– – ﹤0.01% 1328
2024
Q3 		$15.4K Hold
800
– – ﹤0.01% 1308
2024
Q2 		$15K Hold
800
– – ﹤0.01% 1141
2024
Q1 		$15K Hold
800
– – ﹤0.01% 954
2023
Q4 		$15.2K Hold
800
– – ﹤0.01% 913
2023
Q3 		$14.7K Hold
800
– – ﹤0.01% 896
2023
Q2 		$14.9K Hold
800
– – ﹤0.01% 821
2023
Q1 		$15.1K Hold
800
– – ﹤0.01% 819
2022
Q4 		$14.9K Buy
+800
New +$14.9K ﹤0.01% 760

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Larson Financial Group's FSIG Position: Q1 2026 in Review

Larson Financial Group held its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) position steady in Q1 2026 at 800 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Larson Financial Group first reported a position in FSIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $25.3K in Q3 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

  • Larson Financial Group held 800 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $15.2K as of Q1 2026.
  • Larson Financial Group left its First Trust Limited Duration Investment Grade Corporate ETF share count unchanged in Q1 2026.
  • First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2002 holding.
  • Larson Financial Group first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 14 quarters since.
  • Larson Financial Group's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $25.3K 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 Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.