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

Patriot Financial Group Insurance Agency’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
2024
Q4 		– Sell
-15,583
Closed -$299K – 501
2024
Q3 		$299K Buy
15,583
+117
+0.8% +$2.23K 0.04% 388
2024
Q2 		$290K Buy
15,466
+760
+5% +$14.2K 0.04% 380
2024
Q1 		$276K Buy
14,706
+3,665
+33% +$69.1K 0.04% 387
2023
Q4 		$209K Buy
+11,041
New +$205K 0.04% 418

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FSIG Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q4 2024, closing a stake of 15,583 shares — an estimated $299K sold.

Patriot Financial Group Insurance Agency first reported a position in FSIG in Q4 2023 and held it in 4 quarters. The position peaked at $299K in Q3 2024. 158 funds tracked by Wall St. Rank hold FSIG as of Q4 2024.

  • Patriot Financial Group Insurance Agency reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 15,583 First Trust Limited Duration Investment Grade Corporate ETF shares in Q4 2024, an estimated $299K.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $299K in Q3 2024.
  • 158 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.