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

Maripau Wealth Management’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
2023
Q1 		– Sell
-10,594
Closed -$200K – 80
2022
Q4 		$200K Buy
+10,594
New +$197K 0.21% 79

Other funds holding FSIG

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Maripau Wealth Management's FSIG Position: Q1 2023 in Review

Maripau Wealth Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2023, closing a stake of 10,594 shares — an estimated $200K sold.

Maripau Wealth Management first reported a position in FSIG in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 87 funds tracked by Wall St. Rank hold FSIG as of Q1 2023.

  • Maripau Wealth Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Maripau Wealth Management sold 10,594 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2023, an estimated $200K.
  • Maripau Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and held it in 1 quarter.
  • Maripau Wealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $200K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2023.

Based on Maripau Wealth Management's 13F filing for Q1 2023, filed 7 Jun 2023.