Pinnacle Family Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Pinnacle Family 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
2026 Q1	–	Sell	-10,964	Closed	-$210K	–	138
2025 Q4	$210K	Buy	10,964 +167	+2%	+$3.21K	0.09%	138
2025 Q3	$207K	Buy	10,797 +324	+3%	+$6.21K	0.09%	121
2025 Q2	$200K	Buy	+10,473	New	+$199K	0.1%	123
2025 Q1	–	Sell	-10,315	Closed	-$195K	–	111
2024 Q4	$195K	Sell	10,315 -126	-1%	-$2.39K	0.09%	114
2024 Q3	$200K	Buy	10,441 +17	+0.2%	+$324	0.1%	117
2024 Q2	$195K	Buy	+10,424	New	+$195K	0.11%	109
2023 Q3	–	Sell	-13,193	Closed	-$246K	–	94
2023 Q2	$246K	Buy	+13,193	New	+$248K	0.13%	88

Other funds holding FSIG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Pinnacle Family Advisors's FSIG Position: Q1 2026 in Review

Pinnacle Family Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2026, closing a stake of 10,964 shares — an estimated $210K sold.

Pinnacle Family Advisors first reported a position in FSIG in Q2 2023 and held it in 7 quarters. The position peaked at $246K in Q2 2023. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

Pinnacle Family Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 10,964 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $210K.
Pinnacle Family Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2023 and held it in 7 quarters.
Pinnacle Family Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $246K in Q2 2023.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.