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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Maia Wealth's FSIG Position: Q1 2026 in Review

Maia Wealth increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 2.4% in Q1 2026, buying an estimated $13.8K and bringing the position to 31,059 shares worth $588K. The position accounts for 0.1% of the portfolio, ranked #195.

Maia Wealth first reported a position in FSIG in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.02M in Q4 2023. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

Maia Wealth held 31,059 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $588K as of Q1 2026.
Maia Wealth bought 723 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $13.8K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.1% of Maia Wealth's portfolio in Q1 2026, its #195 holding.
Maia Wealth first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.02M in Q4 2023.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.