LPL Financial
FSIG icon

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

LPL Financial’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 		$159M Sell
8,421,429
-205,110
-2% -$3.89M 0.04% 470
2026
Q1 		$163M Buy
8,626,539
+945,327
+12% +$18.1M 0.04% 400
2025
Q4 		$147M Buy
7,681,212
+618,781
+9% +$11.9M 0.04% 422
2025
Q3 		$136M Buy
7,062,431
+31,928
+0.5% +$612K 0.04% 425
2025
Q2 		$134M Buy
7,030,503
+491,807
+8% +$9.34M 0.04% 374
2025
Q1 		$124M Sell
6,538,696
-642,839
-9% -$12.2M 0.05% 362
2024
Q4 		$136M Buy
7,181,535
+354,539
+5% +$6.73M 0.06% 304
2024
Q3 		$131M Buy
6,826,996
+305,648
+5% +$5.83M 0.06% 290
2024
Q2 		$122M Buy
6,521,348
+436,893
+7% +$8.17M 0.06% 277
2024
Q1 		$114M Sell
6,084,455
-294,917
-5% -$5.56M 0.06% 283
2023
Q4 		$121M Buy
6,379,372
+443,197
+7% +$8.23M 0.07% 240
2023
Q3 		$109M Buy
5,936,175
+323,979
+6% +$6.01M 0.08% 233
2023
Q2 		$104M Buy
5,612,196
+1,177,844
+27% +$22.1M 0.07% 238
2023
Q1 		$83.5M Buy
4,434,352
+2,620,701
+144% +$49.1M 0.07% 272
2022
Q4 		$33.9M Buy
+1,813,651
New +$33.7M 0.03% 500

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial's FSIG Position: Q2 2026 in Review

LPL Financial reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 2.4% in Q2 2026, selling an estimated $3.89M and leaving 8,421,429 shares worth $159M. The position accounts for 0.04% of the portfolio, ranked #470.

LPL Financial first reported a position in FSIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $163M in Q1 2026. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • LPL Financial held 8,421,429 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $159M as of Q2 2026.
  • LPL Financial sold 205,110 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $3.89M.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.04% of LPL Financial's portfolio in Q2 2026, its #470 holding.
  • LPL Financial first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • LPL Financial's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $163M in Q1 2026.
  • 164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.