PCG Wealth Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

PCG Wealth Advisors’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 Q3	–	Sell	-17,328	Closed	-$325K	–	126
2024 Q2	$325K	Sell	17,328 -19,523	-53%	-$365K	0.14%	89
2024 Q1	$692K	Sell	36,851 -13,974	-27%	-$263K	0.33%	57
2023 Q4	$964K	Sell	50,825 -8,012	-14%	-$149K	0.54%	47
2023 Q3	$1.08M	Sell	58,837 -1,090	-2%	-$20.2K	0.71%	36
2023 Q2	$1.12M	Buy	59,927 +39,717	+197%	+$746K	0.69%	39
2023 Q1	$381K	Buy	+20,210	New	+$379K	0.24%	72

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PCG Wealth Advisors's FSIG Position: Q3 2024 in Review

PCG Wealth Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q3 2024, closing a stake of 17,328 shares — an estimated $325K sold.

PCG Wealth Advisors first reported a position in FSIG in Q1 2023 and held it in 6 quarters. The position peaked at $1.12M in Q2 2023. 148 funds tracked by Wall St. Rank hold FSIG as of Q3 2024.

PCG Wealth Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q3 2024 after selling out during the quarter.
PCG Wealth Advisors sold 17,328 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2024, an estimated $325K.
PCG Wealth Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and held it in 6 quarters.
PCG Wealth Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.12M in Q2 2023.
148 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2024.

Based on PCG Wealth Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.