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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
Q2 		$3.83M Buy
203,116
+103,518
+104% +$1.96M 0.63% 36
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Platform Technology Partners's FSIG Position: Q2 2026 in Review

Platform Technology Partners increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 104% in Q2 2026, buying an estimated $1.96M and bringing the position to 203,116 shares worth $3.83M. The position accounts for 0.63% of the portfolio, ranked #36.

Platform Technology Partners first reported a position in FSIG in Q3 2022 and has held it in 15 quarters since. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Platform Technology Partners held 203,116 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $3.83M as of Q2 2026.
  • Platform Technology Partners bought 103,518 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $1.96M.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.63% of Platform Technology Partners's portfolio in Q2 2026, its #36 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 15 quarters since.
  • 164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.