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Pine Valley Investments’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Pine Valley Investments’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 		$449K Buy
23,801
+111
+0.5% +$2.1K 0.02% 417
2026
Q1 		$449K Buy
23,690
+6,866
+41% +$131K 0.02% 398
2025
Q4 		$323K Buy
16,824
+1,119
+7% +$21.5K 0.02% 433
2025
Q3 		$302K Buy
15,705
+1,208
+8% +$23.2K 0.01% 439
2025
Q2 		$277K Buy
14,497
+101
+0.7% +$1.92K 0.02% 444
2025
Q1 		$273K Buy
14,396
+693
+5% +$13.1K 0.02% 436
2024
Q4 		$259K Buy
13,703
+299
+2% +$5.67K 0.02% 441
2024
Q3 		$257K Buy
13,404
+282
+2% +$5.37K 0.02% 442
2024
Q2 		$246K Buy
13,122
+1,825
+16% +$34.1K 0.02% 425
2024
Q1 		$212K Buy
+11,297
New +$213K 0.01% 460

Other funds holding FSIG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Pine Valley Investments's FSIG Position: Q2 2026 in Review

Pine Valley Investments increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 0.47% in Q2 2026, buying an estimated $2.1K and bringing the position to 23,801 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #417.

Pine Valley Investments first reported a position in FSIG in Q1 2024 and has held it in 10 quarters since. 87 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Pine Valley Investments held 23,801 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $449K as of Q2 2026.
  • Pine Valley Investments bought 111 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $2.1K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #417 holding.
  • Pine Valley Investments first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 87 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.