&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 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 $1.66T 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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

&Partners's FSIG Position: Q1 2026 in Review

&Partners increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 0.26% in Q1 2026, buying an estimated $12.1K and bringing the position to 241,648 shares worth $4.58M. The position accounts for 0.02% of the portfolio, ranked #552.

&Partners first reported a position in FSIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.92M in Q1 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

&Partners held 241,648 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $4.58M as of Q1 2026.
&Partners bought 631 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $12.1K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #552 holding.
&Partners first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2024 and has held it in 7 quarters since.
&Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $5.92M in Q1 2025.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.