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

Raymond James Financial’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 Q1	$14.7M	Sell	777,553 -54,183	-7%	-$1.04M	﹤0.01%	1704
2025 Q4	$16M	Sell	831,736 -130,258	-14%	-$2.5M	0.01%	1601
2025 Q3	$18.5M	Sell	961,994 -63,547	-6%	-$1.22M	0.01%	1467
2025 Q2	$19.6M	Buy	1,025,541 +123,516	+14%	+$2.34M	0.01%	1387
2025 Q1	$17.1M	Buy	902,025 +32,558	+4%	+$616K	0.01%	1427
2024 Q4	$16.4M	Buy	+869,467	New	+$16.5M	0.01%	1467

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

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

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

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

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

Raymond James Financial's FSIG Position: Q1 2026 in Review

Raymond James Financial reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 6.5% in Q1 2026, selling an estimated $1.04M and leaving 777,553 shares worth $14.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Raymond James Financial first reported a position in FSIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.6M in Q2 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

Raymond James Financial held 777,553 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $14.7M as of Q1 2026.
Raymond James Financial sold 54,183 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $1.04M.
First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1704 holding.
Raymond James Financial first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $19.6M in Q2 2025.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.