Pine Valley Investments
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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
Q3 		$484K Buy
26,325
+2,524
+11% +$47.3K 0.02% 402
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% +$5.68K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Vaquero Private Wealth
Vaquero Private Wealth Dallas, Texas $477M AUM
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return
Fortis Capital Advisors
Fortis Capital Advisors Prairie Village, Kansas $1.3B AUM 27.43% 1-Year Est. Return

Pine Valley Investments's FSIG Position: Q3 2026 in Review

Pine Valley Investments increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 11% in Q3 2026, buying an estimated $47.3K and bringing the position to 26,325 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #402.

Pine Valley Investments first reported a position in FSIG in Q1 2024 and has held it in 11 quarters since. 89 funds tracked by Wall St. Rank hold FSIG as of Q3 2026.

  • Pine Valley Investments held 26,325 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $484K as of Q3 2026.
  • Pine Valley Investments bought 2,524 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2026, an estimated $47.3K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.02% of Pine Valley Investments's portfolio in Q3 2026, its #402 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 11 quarters since.
  • 89 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2026.

Based on Pine Valley Investments's 13F filing for Q3 2026, filed 9 Nov 2026.