Lloyd Advisory Services’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Lloyd Advisory Services’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	$17K	Buy	+899	New	+$17K	0.01%	333
2026 Q1	–	Sell	-8	Closed	-$146	–	918
2025 Q4	$146	Buy	+8	New	+$154	﹤0.01%	536

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 22.9% 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

Lloyd Advisory Services's FSIG Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2026: 899 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in FSIG as recently as Q4 2025.

Lloyd Advisory Services first reported a position in FSIG in Q4 2025 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Lloyd Advisory Services held 899 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $17K as of Q2 2026.
First Trust Limited Duration Investment Grade Corporate ETF was a new Lloyd Advisory Services position in Q2 2026.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #333 holding.
Lloyd Advisory Services first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2025 and has held it in 2 quarters since.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.