Nations Financial Group’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Nations Financial Group’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
2025 Q1	–	Sell	-47,363	Closed	-$894K	–	674
2024 Q4	$894K	Buy	47,363 +3,548	+8%	+$67.3K	0.07%	301
2024 Q3	$841K	Buy	43,815 +7,388	+20%	+$141K	0.06%	311
2024 Q2	$683K	Sell	36,427 -707	-2%	-$13.2K	0.06%	330
2024 Q1	$697K	Sell	37,134 -2,642	-7%	-$49.8K	0.06%	330
2023 Q4	$754K	Hold	39,776	–	–	0.07%	290
2023 Q3	$731K	Hold	39,776	–	–	0.07%	281
2023 Q2	$741K	Buy	+39,776	New	+$747K	0.07%	284

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Nations Financial Group's FSIG Position: Q1 2025 in Review

Nations Financial Group sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2025, closing a stake of 47,363 shares — an estimated $894K sold.

Nations Financial Group first reported a position in FSIG in Q2 2023 and held it in 7 quarters. The position peaked at $894K in Q4 2024. 151 funds tracked by Wall St. Rank hold FSIG as of Q1 2025.

Nations Financial Group reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2025 after selling out during the quarter.
Nations Financial Group sold 47,363 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2025, an estimated $894K.
Nations Financial Group first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2023 and held it in 7 quarters.
Nations Financial Group's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $894K in Q4 2024.
151 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2025.

Based on Nations Financial Group's 13F filing for Q1 2025, filed 13 May 2025.