Naviter Wealth’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Naviter Wealth’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 Q2	–	Sell	-312,345	Closed	-$5.94M	–	291
2025 Q1	$5.94M	Buy	312,345 +21,601	+7%	+$409K	0.72%	28
2024 Q4	$5.49M	Sell	290,744 -7,329	-2%	-$139K	0.66%	29
2024 Q3	$5.72M	Buy	298,073 +94,804	+47%	+$1.81M	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	+$3.73M	0.61%	35

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Naviter Wealth's FSIG Position: Q2 2025 in Review

Naviter Wealth sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2025, closing a stake of 312,345 shares — an estimated $5.94M sold.

Naviter Wealth first reported a position in FSIG in Q1 2024 and held it in 5 quarters. The position peaked at $5.94M in Q1 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q2 2025.

Naviter Wealth reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2025 after selling out during the quarter.
Naviter Wealth sold 312,345 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2025, an estimated $5.94M.
Naviter Wealth first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2024 and held it in 5 quarters.
Naviter Wealth's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $5.94M in Q1 2025.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.