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 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 $1.66T 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

Mutual Advisors's FSIG Position: Q1 2026 in Review

Mutual Advisors reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 79% in Q1 2026, selling an estimated $3.38M and leaving 46,082 shares worth $873K. The position accounts for 0.02% of the portfolio, ranked #650.

Mutual Advisors first reported a position in FSIG in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.4M in Q3 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

Mutual Advisors held 46,082 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $873K as of Q1 2026.
Mutual Advisors sold 177,052 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $3.38M.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #650 holding.
Mutual Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 9 quarters since.
Mutual Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $4.4M in Q3 2025.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.