Platform Technology Partners’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Platform Technology Partners’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	$1.89M	Sell	99,598 -8,767	-8%	-$168K	0.36%	65
2025 Q4	$2.08M	Buy	108,365 +12,403	+13%	+$238K	0.44%	55
2025 Q3	$1.84M	Buy	95,962 +8,535	+10%	+$164K	0.44%	59
2025 Q2	$1.67M	Sell	87,427 -151	-0.2%	-$2.87K	0.44%	63
2025 Q1	$1.66M	Buy	87,578 +2,939	+3%	+$55.6K	0.48%	58
2024 Q4	$1.6M	Buy	84,639 +17,939	+27%	+$341K	0.48%	58
2024 Q3	$1.28M	Buy	66,700 +21,236	+47%	+$405K	0.4%	69
2024 Q2	$852K	Buy	+45,464	New	+$851K	0.29%	80
2023 Q4	$792K	Buy	42,014 +26,467	+170%	+$491K	0.31%	78
2023 Q3	$286K	Sell	15,547 -2,223	-13%	-$41.3K	0.13%	148
2023 Q2	$331K	Buy	17,770 +1,582	+10%	+$29.7K	0.16%	140
2023 Q1	$305K	Buy	16,188 +2,494	+18%	+$46.7K	0.15%	142
2022 Q4	$256K	Sell	13,694 -1,903	-12%	-$35.4K	0.13%	156
2022 Q3	$288K	Buy	+15,597	New	+$294K	0.16%	136

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

Platform Technology Partners's FSIG Position: Q1 2026 in Review

Platform Technology Partners reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 8.1% in Q1 2026, selling an estimated $168K and leaving 99,598 shares worth $1.89M. The position accounts for 0.36% of the portfolio, ranked #65.

Platform Technology Partners first reported a position in FSIG in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.08M in Q4 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

Platform Technology Partners held 99,598 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.89M as of Q1 2026.
Platform Technology Partners sold 8,767 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $168K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.36% of Platform Technology Partners's portfolio in Q1 2026, its #65 holding.
Platform Technology Partners first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2022 and has held it in 14 quarters since.
Platform Technology Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $2.08M in Q4 2025.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Platform Technology Partners's 13F filing for Q1 2026, filed 27 Apr 2026.