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 Q2	–	Sell	-9,339	Closed	-$177K	–	174
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 $1.89T 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

Merkkuri Wealth Advisors's FSIG Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2026, closing a stake of 9,339 shares — an estimated $177K sold.

Merkkuri Wealth Advisors first reported a position in FSIG in Q2 2024 and held it in 6 quarters. The position peaked at $404K in Q3 2024. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 9,339 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $177K.
Merkkuri Wealth Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2024 and held it in 6 quarters.
Merkkuri Wealth Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $404K in Q3 2024.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.