PCS
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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
Q3 		$261K Buy
14,214
+3,110
+28% +$58.3K 0.07% 192
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

VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Private Client Services's FSIG Position: Q3 2026 in Review

Private Client Services increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 28% in Q3 2026, buying an estimated $58.3K and bringing the position to 14,214 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #192.

Private Client Services first reported a position in FSIG in Q1 2025 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold FSIG as of Q3 2026.

  • Private Client Services held 14,214 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $261K as of Q3 2026.
  • Private Client Services bought 3,110 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2026, an estimated $58.3K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.07% of Private Client Services's portfolio in Q3 2026, its #192 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 7 quarters since.
  • 7 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.