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

Raymond James Financial Services Advisors’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
2024 Q3	$7.03M	Buy	365,958 +32,752	+10%	+$624K	0.01%	1048
2024 Q2	$6.24M	Sell	333,206 -43,783	-12%	-$819K	0.01%	1052
2024 Q1	$7.08M	Buy	376,989 +181,000	+92%	+$3.41M	0.01%	961
2023 Q4	$3.72M	Buy	195,989 +107,223	+121%	+$1.99M	0.01%	1248
2023 Q3	$1.63M	Buy	+88,766	New	+$1.65M	﹤0.01%	1616

Other funds holding FSIG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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 $424B AUM 22.96% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial Services Advisors's FSIG Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 9.8% in Q3 2024, buying an estimated $624K and bringing the position to 365,958 shares worth $7.03M. The position accounts for 0.01% of the portfolio, ranked #1048.

Raymond James Financial Services Advisors first reported a position in FSIG in Q3 2023 and has held it in 5 quarters since. The position peaked at $7.08M in Q1 2024. 147 funds tracked by Wall St. Rank hold FSIG as of Q3 2024.

Raymond James Financial Services Advisors held 365,958 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $7.03M as of Q3 2024.
Raymond James Financial Services Advisors bought 32,752 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2024, an estimated $624K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1048 holding.
Raymond James Financial Services Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2023 and has held it in 5 quarters since.
Raymond James Financial Services Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $7.08M in Q1 2024.
147 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.