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OneAscent Financial Services’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

OneAscent Financial Services’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
2024
Q3 		– Sell
-11,110
Closed -$208K – 232
2024
Q2 		$208K Buy
+11,110
New +$208K 0.03% 235

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OneAscent Financial Services's FSIG Position: Q3 2024 in Review

OneAscent Financial Services sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q3 2024, closing a stake of 11,110 shares — an estimated $208K sold.

OneAscent Financial Services first reported a position in FSIG in Q2 2024 and held it in 1 quarter. The position peaked at $208K in Q2 2024. 147 funds tracked by Wall St. Rank hold FSIG as of Q3 2024.

  • OneAscent Financial Services reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • OneAscent Financial Services sold 11,110 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2024, an estimated $208K.
  • OneAscent Financial Services first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2024 and held it in 1 quarter.
  • OneAscent Financial Services's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $208K in Q2 2024.
  • 147 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2024.

Based on OneAscent Financial Services's 13F filing for Q3 2024, filed 7 Nov 2024.