Park Square Financial Group’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Park Square Financial Group’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	$581K	Sell	30,839 -5,734	-16%	-$109K	5.25%	9
2026 Q1	$693K	Sell	36,573 -3,802	-9%	-$72.7K	5.26%	9
2025 Q4	$762K	Sell	40,375 -14,334	-26%	-$275K	4.52%	9
2025 Q3	$1.05M	Sell	54,709 -40,282	-42%	-$772K	4.54%	9
2025 Q2	$1.82M	Sell	94,991 -28,405	-23%	-$539K	1.32%	17
2025 Q1	$2.34M	Sell	123,396 -38,612	-24%	-$730K	1.85%	13
2024 Q4	$3.06M	Buy	+162,008	New	+$3.08M	2.11%	13

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

Park Square Financial Group's FSIG Position: Q2 2026 in Review

Park Square Financial Group reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 16% in Q2 2026, selling an estimated $109K and leaving 30,839 shares worth $581K. The position accounts for 5.25% of the portfolio, ranked #9.

Park Square Financial Group first reported a position in FSIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.06M in Q4 2024. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Park Square Financial Group held 30,839 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $581K as of Q2 2026.
Park Square Financial Group sold 5,734 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $109K.
First Trust Limited Duration Investment Grade Corporate ETF made up 5.25% of Park Square Financial Group's portfolio in Q2 2026, its #9 holding.
Park Square Financial Group first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Park Square Financial Group's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $3.06M in Q4 2024.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.