NW
Naviter Wealth’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-312,345
| Closed | -$5.94M | – | 291 |
|
|
2025
Q1 | $5.94M | Buy |
312,345
+21,601
| +7% | +$410K | 0.72% | 28 |
|
|
2024
Q4 | $5.49M | Sell |
290,744
-7,329
| -2% | -$138K | 0.66% | 29 |
|
|
2024
Q3 | $5.72M | Buy |
298,073
+94,804
| +47% | +$1.82M | 0.8% | 27 |
|
|
2024
Q2 | $3.81M | Buy |
203,269
+5,384
| +3% | +$101K | 0.57% | 40 |
|
|
2024
Q1 | $3.71M | Buy |
+197,885
| New | +$3.71M | 0.61% | 35 |
|