MPWM Advisory Solutions’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

MPWM Advisory Solutions’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	$14K	Hold	744	–	–	0.01%	322
2026 Q1	$14.1K	Buy	744 +172	+30%	+$3.29K	0.01%	305
2025 Q4	$11K	Hold	572	–	–	0.01%	310
2025 Q3	$11K	Hold	572	–	–	0.01%	286
2025 Q2	$10.9K	Buy	+572	New	+$10.9K	0.01%	294

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

MPWM Advisory Solutions's FSIG Position: Q2 2026 in Review

MPWM Advisory Solutions held its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) position steady in Q2 2026 at 744 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #322.

MPWM Advisory Solutions first reported a position in FSIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.1K in Q1 2026. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

MPWM Advisory Solutions held 744 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $14K as of Q2 2026.
MPWM Advisory Solutions left its First Trust Limited Duration Investment Grade Corporate ETF share count unchanged in Q2 2026.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #322 holding.
MPWM Advisory Solutions first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2025 and has held it in 5 quarters since.
MPWM Advisory Solutions's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $14.1K in Q1 2026.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.