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

NewEdge 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 		$7.08M Sell
375,737
-18,475
-5% -$350K 0.02% 627
2026
Q1 		$7.47M Buy
394,212
+8,600
+2% +$164K 0.03% 546
2025
Q4 		$7.4M Sell
385,612
-9,141
-2% -$176K 0.03% 524
2025
Q3 		$7.58M Sell
394,753
-45,607
-10% -$874K 0.03% 481
2025
Q2 		$8.42M Sell
440,360
-74,623
-14% -$1.42M 0.04% 407
2025
Q1 		$9.75M Buy
514,983
+71,068
+16% +$1.34M 0.06% 332
2024
Q4 		$8.38M Sell
443,915
-69,870
-14% -$1.33M 0.05% 352
2024
Q3 		$9.86M Sell
513,785
-8,749
-2% -$167K 0.06% 297
2024
Q2 		$9.79M Buy
522,534
+154,422
+42% +$2.89M 0.07% 272
2024
Q1 		$6.91M Buy
368,112
+90,020
+32% +$1.7M 0.06% 301
2023
Q4 		$5.27M Buy
278,092
+38,701
+16% +$719K 0.05% 341
2023
Q3 		$4.4M Buy
239,391
+56,790
+31% +$1.05M 0.05% 353
2023
Q2 		$3.4M Buy
182,601
+24,340
+15% +$457K 0.04% 417
2023
Q1 		$2.98M Buy
158,261
+144,928
+1,087% +$2.72M 0.04% 419
2022
Q4 		$249K Buy
+13,333
New +$248K 0.01% 1095

Other funds holding FSIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

NewEdge Advisors's FSIG Position: Q2 2026 in Review

NewEdge Advisors reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 4.7% in Q2 2026, selling an estimated $350K and leaving 375,737 shares worth $7.08M. The position accounts for 0.02% of the portfolio, ranked #627.

NewEdge Advisors first reported a position in FSIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.86M in Q3 2024. 129 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • NewEdge Advisors held 375,737 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $7.08M as of Q2 2026.
  • NewEdge Advisors sold 18,475 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $350K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #627 holding.
  • NewEdge Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $9.86M in Q3 2024.
  • 129 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.