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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
Q1 		– Sell
-8
Closed -$146 – 918
2025
Q4 		$146 Buy
+8
New +$154 ﹤0.01% 536

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CAG
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Royal Bank of Canada
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Envestnet Asset Management
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Ameriprise
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Stifel Financial
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Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Lloyd Advisory Services's FSIG Position: Q1 2026 in Review

Lloyd Advisory Services sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2026, closing a stake of 8 shares — an estimated $146 sold.

Lloyd Advisory Services first reported a position in FSIG in Q4 2025 and held it in 1 quarter. The position peaked at $146 in Q4 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

  • Lloyd Advisory Services reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 8 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $146.
  • Lloyd Advisory Services first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $146 in Q4 2025.
  • 157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.