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

OneDigital Investment 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	$329K	Buy	17,456 +55	+0.3%	+$1.04K	﹤0.01%	1252
2026 Q1	$330K	Sell	17,401 -1,275	-7%	-$24.4K	﹤0.01%	1138
2025 Q4	$358K	Sell	18,676 -240	-1%	-$4.61K	﹤0.01%	1114
2025 Q3	$363K	Sell	18,916 -1,240	-6%	-$23.8K	﹤0.01%	1082
2025 Q2	$385K	Buy	20,156 +2,262	+13%	+$42.9K	﹤0.01%	1026
2025 Q1	$339K	Buy	17,894 +52	+0.3%	+$984	﹤0.01%	1035
2024 Q4	$337K	Sell	17,842 -29	-0.2%	-$550	﹤0.01%	1073
2024 Q3	$343K	Buy	17,871 +409	+2%	+$7.79K	﹤0.01%	1093
2024 Q2	$327K	Buy	17,462 +14	+0.1%	+$262	﹤0.01%	1067
2024 Q1	$327K	Sell	17,448 -572	-3%	-$10.8K	0.01%	882
2023 Q4	$342K	Buy	+18,020	New	+$335K	0.01%	868

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

CAG

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

OneDigital Investment Advisors's FSIG Position: Q2 2026 in Review

OneDigital Investment Advisors increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 0.32% in Q2 2026, buying an estimated $1.04K and bringing the position to 17,456 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

OneDigital Investment Advisors first reported a position in FSIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $385K in Q2 2025. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

OneDigital Investment Advisors held 17,456 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $329K as of Q2 2026.
OneDigital Investment Advisors bought 55 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $1.04K.
First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1252 holding.
OneDigital Investment Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2023 and has held it in 11 quarters since.
OneDigital Investment Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $385K in Q2 2025.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.