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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
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
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 $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return