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 Q2	$15.1K	Hold	800	–	–	﹤0.01%	2170
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 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

Larson Financial Group's FSIG Position: Q2 2026 in Review

Larson Financial Group held its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) position steady in Q2 2026 at 800 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

Larson Financial Group first reported a position in FSIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.3K in Q3 2025. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Larson Financial Group held 800 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $15.1K as of Q2 2026.
Larson Financial Group left its First Trust Limited Duration Investment Grade Corporate ETF share count unchanged in Q2 2026.
First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2170 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 15 quarters since.
Larson Financial Group's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $25.3K in Q3 2025.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.