Maia Wealth’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Maia Wealth’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	$524K	Sell	27,815 -3,244	-10%	-$61.5K	0.08%	212
2026 Q1	$588K	Buy	31,059 +723	+2%	+$13.8K	0.1%	195
2025 Q4	$583K	Sell	30,336 -6,530	-18%	-$125K	0.1%	198
2025 Q3	$709K	Sell	36,866 -301	-0.8%	-$5.77K	0.12%	178
2025 Q2	$711K	Sell	37,167 -4,641	-11%	-$88.1K	0.14%	159
2025 Q1	$788K	Sell	41,808 -1,537	-4%	-$29.1K	0.18%	126
2024 Q4	$817K	Buy	43,345 +1,692	+4%	+$32.1K	0.18%	118
2024 Q3	$791K	Sell	41,653 -2,964	-7%	-$56.5K	0.2%	110
2024 Q2	$844K	Buy	+44,617	New	+$835K	0.25%	83
2023 Q4	$1.02M	Buy	+54,051	New	+$1M	0.41%	56

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

Maia Wealth's FSIG Position: Q2 2026 in Review

Maia Wealth reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 10% in Q2 2026, selling an estimated $61.5K and leaving 27,815 shares worth $524K. The position accounts for 0.08% of the portfolio, ranked #212.

Maia Wealth first reported a position in FSIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q4 2023. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Maia Wealth held 27,815 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $524K as of Q2 2026.
Maia Wealth sold 3,244 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $61.5K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.08% of Maia Wealth's portfolio in Q2 2026, its #212 holding.
Maia Wealth first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.02M in Q4 2023.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.