Patriot Financial Group Insurance Agency’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,583
Closed -$299K 493
2024
Q3
$299K Buy
15,583
+117
+0.8% +$2.25K 0.04% 388
2024
Q2
$290K Buy
15,466
+760
+5% +$14.2K 0.04% 379
2024
Q1
$276K Buy
14,706
+3,665
+33% +$68.8K 0.04% 386
2023
Q4
$209K Buy
+11,041
New +$209K 0.04% 417