&Partners’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

&Partners’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	$4.91M	Buy	260,285 +18,637	+8%	+$353K	0.02%	608
2026 Q1	$4.58M	Buy	241,648 +631	+0.3%	+$12.1K	0.02%	552
2025 Q4	$4.63M	Buy	241,017 +6,888	+3%	+$132K	0.02%	524
2025 Q3	$4.5M	Sell	234,129 -68,703	-23%	-$1.32M	0.03%	459
2025 Q2	$5.79M	Sell	302,832 -4,397	-1%	-$83.5K	0.04%	334
2025 Q1	$5.92M	Buy	307,229 +142,557	+87%	+$2.7M	0.06%	265
2024 Q4	$3.11M	Buy	164,672 +146,703	+816%	+$2.78M	0.04%	375
2024 Q3	$345K	Buy	+17,969	New	+$342K	0.01%	1039

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

&Partners's FSIG Position: Q2 2026 in Review

&Partners increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 7.7% in Q2 2026, buying an estimated $353K and bringing the position to 260,285 shares worth $4.91M. The position accounts for 0.02% of the portfolio, ranked #608.

&Partners first reported a position in FSIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.92M in Q1 2025. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

&Partners held 260,285 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $4.91M as of Q2 2026.
&Partners bought 18,637 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $353K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #608 holding.
&Partners first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2024 and has held it in 8 quarters since.
&Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $5.92M in Q1 2025.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.