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

Mutual 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	$770K	Sell	40,830 -5,252	-11%	-$99.5K	0.01%	748
2026 Q1	$873K	Sell	46,082 -177,052	-79%	-$3.38M	0.02%	650
2025 Q4	$4.28M	Sell	223,134 -5,343	-2%	-$103K	0.09%	213
2025 Q3	$4.4M	Buy	228,477 +160,087	+234%	+$3.07M	0.1%	207
2025 Q2	$1.3M	Sell	68,390 -48,169	-41%	-$914K	0.03%	420
2025 Q1	$2.21M	Sell	116,559 -16,333	-12%	-$309K	0.06%	268
2024 Q4	$2.51M	Buy	132,892 +11,695	+10%	+$222K	0.07%	232
2024 Q3	$2.3M	Buy	121,197 +66,570	+122%	+$1.27M	0.07%	249
2024 Q2	$1.03M	Sell	54,627 -4,795	-8%	-$89.7K	0.03%	480
2024 Q1	$1.12M	Buy	+59,422	New	+$1.12M	0.04%	447

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

Mutual Advisors's FSIG Position: Q2 2026 in Review

Mutual Advisors reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 11% in Q2 2026, selling an estimated $99.5K and leaving 40,830 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #748.

Mutual Advisors first reported a position in FSIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.4M in Q3 2025. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Mutual Advisors held 40,830 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $770K as of Q2 2026.
Mutual Advisors sold 5,252 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $99.5K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #748 holding.
Mutual Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Mutual Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $4.4M in Q3 2025.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.