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Prospera Financial Services’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Prospera Financial 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 		$1.83M Buy
97,109
+19,956
+26% +$378K 0.03% 542
2026
Q1 		$1.46M Buy
77,153
+16,966
+28% +$324K 0.02% 589
2025
Q4 		$1.15M Buy
60,187
+5,468
+10% +$105K 0.02% 633
2025
Q3 		$1.05M Buy
54,719
+7,317
+15% +$140K 0.02% 663
2025
Q2 		$906K Buy
47,402
+3,031
+7% +$57.5K 0.02% 689
2025
Q1 		$840K Sell
44,371
-70,619
-61% -$1.34M 0.02% 605
2024
Q4 		$2.17M Buy
114,990
+3,155
+3% +$59.9K 0.05% 349
2024
Q3 		$2.15M Sell
111,835
-357,596
-76% -$6.82M 0.05% 324
2024
Q2 		$8.8M Buy
469,431
+452,308
+2,642% +$8.46M 0.24% 88
2024
Q1 		$321K Buy
17,123
+342
+2% +$6.45K 0.01% 877
2023
Q4 		$318K Buy
+16,781
New +$312K 0.01% 823

Other funds holding FSIG

TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Prospera Financial Services's FSIG Position: Q2 2026 in Review

Prospera Financial Services increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 26% in Q2 2026, buying an estimated $378K and bringing the position to 97,109 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #542.

Prospera Financial Services first reported a position in FSIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.8M in Q2 2024. 20 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Prospera Financial Services held 97,109 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.83M as of Q2 2026.
  • Prospera Financial Services bought 19,956 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $378K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #542 holding.
  • Prospera Financial Services first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • Prospera Financial Services's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $8.8M in Q2 2024.
  • 20 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.