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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Envestnet Asset Management

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return