Milestones Private Investment Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Milestones Private Investment 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	$245K	Buy	12,999 +460	+4%	+$8.71K	0.2%	69
2026 Q1	$237K	Hold	12,539	–	–	0.21%	74
2025 Q4	$241K	Buy	12,539 +1,193	+11%	+$22.9K	0.17%	107
2025 Q3	$218K	Hold	11,346	–	–	0.15%	114
2025 Q2	$217K	Buy	+11,346	New	+$215K	0.16%	109

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 22.9% 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

Milestones Private Investment Advisors's FSIG Position: Q2 2026 in Review

Milestones Private Investment Advisors increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 3.7% in Q2 2026, buying an estimated $8.71K and bringing the position to 12,999 shares worth $245K. The position accounts for 0.2% of the portfolio, ranked #69.

Milestones Private Investment Advisors first reported a position in FSIG in Q2 2025 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Milestones Private Investment Advisors held 12,999 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $245K as of Q2 2026.
Milestones Private Investment Advisors bought 460 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $8.71K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.2% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #69 holding.
Milestones Private Investment Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2025 and has held it in 5 quarters since.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.