OneDigital Investment Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
20,156
+2,262
| +13% | +$43.3K | ﹤0.01% | 1025 |
|
|
2025
Q1 | $339K | Buy |
17,894
+52
| +0.3% | +$985 | ﹤0.01% | 1035 |
|
|
2024
Q4 | $337K | Sell |
17,842
-29
| -0.2% | -$547 | ﹤0.01% | 1073 |
|
|
2024
Q3 | $343K | Buy |
17,871
+409
| +2% | +$7.85K | ﹤0.01% | 1093 |
|
|
2024
Q2 | $327K | Buy |
17,462
+14
| +0.1% | +$262 | ﹤0.01% | 1066 |
|
|
2024
Q1 | $327K | Sell |
17,448
-572
| -3% | -$10.7K | 0.01% | 882 |
|
|
2023
Q4 | $342K | Buy |
+18,020
| New | +$342K | 0.01% | 868 |
|