Prosperity Wealth Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Prosperity Wealth Management’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
2025 Q1	–	Sell	-12,800	Closed	-$242K	–	228
2024 Q4	$242K	Sell	12,800 -5,810	-31%	-$110K	0.1%	175
2024 Q3	$357K	Buy	18,610 +390	+2%	+$7.43K	0.14%	117
2024 Q2	$341K	Buy	18,220 +845	+5%	+$15.8K	0.17%	114
2024 Q1	$326K	Buy	17,375 +3,650	+27%	+$68.8K	0.15%	107
2023 Q4	$260K	Buy	+13,725	New	+$255K	0.17%	99

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Prosperity Wealth Management's FSIG Position: Q1 2025 in Review

Prosperity Wealth Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2025, closing a stake of 12,800 shares — an estimated $242K sold.

Prosperity Wealth Management first reported a position in FSIG in Q4 2023 and held it in 5 quarters. The position peaked at $357K in Q3 2024. 151 funds tracked by Wall St. Rank hold FSIG as of Q1 2025.

Prosperity Wealth Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2025 after selling out during the quarter.
Prosperity Wealth Management sold 12,800 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2025, an estimated $242K.
Prosperity Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2023 and held it in 5 quarters.
Prosperity Wealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $357K in Q3 2024.
151 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2025.

Based on Prosperity Wealth Management's 13F filing for Q1 2025, filed 18 Apr 2025.