Perigon Wealth Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Perigon Wealth Management’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 Q2	$329K	Buy	17,469 +7	+0%	+$133	0.01%	1064
2026 Q1	$331K	Buy	17,462 +1,644	+10%	+$31.4K	0.01%	980
2025 Q4	$304K	Buy	15,818 +1,231	+8%	+$23.6K	0.01%	1016
2025 Q3	$280K	Sell	14,587 -36	-0.2%	-$690	0.01%	1003
2025 Q2	$280K	Hold	14,623	–	–	0.01%	861
2025 Q1	$277K	Sell	14,623 -10,654	-42%	-$202K	0.01%	843
2024 Q4	$477K	Buy	25,277 +11,665	+86%	+$221K	0.01%	656
2024 Q3	$261K	Buy	13,612 +3,417	+34%	+$65.1K	0.01%	843
2024 Q2	$191K	Buy	+10,195	New	+$191K	0.01%	822

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

CAG

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Perigon Wealth Management's FSIG Position: Q2 2026 in Review

Perigon Wealth Management increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 0.04% in Q2 2026, buying an estimated $133 and bringing the position to 17,469 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #1064.

Perigon Wealth Management first reported a position in FSIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $477K in Q4 2024. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Perigon Wealth Management held 17,469 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $329K as of Q2 2026.
Perigon Wealth Management bought 7 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $133.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1064 holding.
Perigon Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2024 and has held it in 9 quarters since.
Perigon Wealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $477K in Q4 2024.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.