Pacific Excel Wealth Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Pacific Excel Wealth 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	–	Sell	-80,875	Closed	-$1.53M	–	265
2026 Q1	$1.53M	Buy	80,875 +25,540	+46%	+$488K	1.61%	11
2025 Q4	$1.06M	Buy	+55,335	New	+$1.06M	2.01%	8

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

Pacific Excel Wealth Advisors's FSIG Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2026, closing a stake of 80,875 shares — an estimated $1.53M sold.

Pacific Excel Wealth Advisors first reported a position in FSIG in Q4 2025 and held it in 2 quarters. The position peaked at $1.53M in Q1 2026. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Pacific Excel Wealth Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2026 after selling out during the quarter.
Pacific Excel Wealth Advisors sold 80,875 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $1.53M.
Pacific Excel Wealth Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2025 and held it in 2 quarters.
Pacific Excel Wealth Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.53M in Q1 2026.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.