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

Merkkuri Wealth Advisors’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	$177K	Buy	+9,339	New	+$179K	0.12%	86
2025 Q3	–	Sell	-18,046	Closed	-$345K	–	81
2025 Q2	$345K	Sell	18,046 -598	-3%	-$11.4K	0.26%	65
2025 Q1	$353K	Buy	18,644 +197	+1%	+$3.73K	0.3%	65
2024 Q4	$348K	Sell	18,447 -2,581	-12%	-$49K	0.28%	67
2024 Q3	$404K	Buy	21,028 +317	+2%	+$6.04K	0.32%	63
2024 Q2	$388K	Buy	+20,711	New	+$388K	0.36%	59

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

Merkkuri Wealth Advisors's FSIG Position: Q1 2026 in Review

Merkkuri Wealth Advisors opened a new position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2026: 9,339 shares worth $177K. The stake represents 0.12% of the portfolio and ranks #86 among its holdings. This is a return to the name: Merkkuri Wealth Advisors previously reported a position in FSIG as recently as Q2 2025.

Merkkuri Wealth Advisors first reported a position in FSIG in Q2 2024 and has held it in 6 quarters since. The position peaked at $404K in Q3 2024. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

Merkkuri Wealth Advisors held 9,339 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $177K as of Q1 2026.
First Trust Limited Duration Investment Grade Corporate ETF was a new Merkkuri Wealth Advisors position in Q1 2026.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.12% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #86 holding.
Merkkuri Wealth Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2024 and has held it in 6 quarters since.
Merkkuri Wealth Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $404K in Q3 2024.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.