Private Client Services’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Private Client Services’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	$209K	Hold	11,104	–	–	0.05%	220
2026 Q1	$210K	Buy	11,104 +292	+3%	+$5.58K	0.06%	197
2025 Q4	$207K	Hold	10,812	–	–	0.06%	186
2025 Q3	$208K	Sell	10,812 -55	-0.5%	-$1.05K	0.07%	192
2025 Q2	$208K	Hold	10,867	–	–	0.08%	192
2025 Q1	$206K	Buy	+10,867	New	+$206K	0.1%	179

Other funds holding FSIG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Private Client Services's FSIG Position: Q2 2026 in Review

Private Client Services held its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) position steady in Q2 2026 at 11,104 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #220.

Private Client Services first reported a position in FSIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $210K in Q1 2026. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Private Client Services held 11,104 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $209K as of Q2 2026.
Private Client Services left its First Trust Limited Duration Investment Grade Corporate ETF share count unchanged in Q2 2026.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.05% of Private Client Services's portfolio in Q2 2026, its #220 holding.
Private Client Services first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Private Client Services's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $210K in Q1 2026.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.