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LVZ Inc’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

LVZ Inc’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
2022
Q4 		– Sell
-24,830
Closed -$458K – 150
2022
Q3 		$458K Buy
+24,830
New +$468K 0.08% 64

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

LVZ Inc's FSIG Position: Q4 2022 in Review

LVZ Inc sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q4 2022, closing a stake of 24,830 shares — an estimated $458K sold.

LVZ Inc first reported a position in FSIG in Q3 2022 and held it in 1 quarter. The position peaked at $458K in Q3 2022. 51 funds tracked by Wall St. Rank hold FSIG as of Q4 2022.

  • LVZ Inc reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • LVZ Inc sold 24,830 First Trust Limited Duration Investment Grade Corporate ETF shares in Q4 2022, an estimated $458K.
  • LVZ Inc first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2022 and held it in 1 quarter.
  • LVZ Inc's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $458K in Q3 2022.
  • 51 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q4 2022.

Based on LVZ Inc's 13F filing for Q4 2022, filed 17 Jan 2023.