Orion Portfolio Solutions’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.96M	Sell	103,247 -4,891	-5%	-$92.5K	0.02%	717
2024 Q4	$2.04M	Buy	108,138 +6,961	+7%	+$132K	0.02%	684
2024 Q3	$1.94M	Buy	101,177 +10,800	+12%	+$206K	0.02%	705
2024 Q2	$1.69M	Buy	90,377 +16,092	+22%	+$301K	0.02%	728
2024 Q1	$1.39M	Buy	74,285 +24,272	+49%	+$458K	0.01%	836
2023 Q4	$945K	Buy	50,013 +1,669	+3%	+$31K	0.01%	967
2023 Q3	$889K	Sell	48,344 -13,360	-22%	-$248K	0.01%	973
2023 Q2	$1.15M	Buy	61,704 +33,263	+117%	+$625K	0.01%	894
2023 Q1	$536K	Buy	+28,441	New	+$533K	0.01%	1117

Other funds holding FSIG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Orion Portfolio Solutions's FSIG Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 4.5% in Q1 2025, selling an estimated $92.5K and leaving 103,247 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #717.

Orion Portfolio Solutions first reported a position in FSIG in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.04M in Q4 2024. 151 funds tracked by Wall St. Rank hold FSIG as of Q1 2025.

Orion Portfolio Solutions held 103,247 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.96M as of Q1 2025.
Orion Portfolio Solutions sold 4,891 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2025, an estimated $92.5K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #717 holding.
Orion Portfolio Solutions first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $2.04M in Q4 2024.
151 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.