Raymond James Financial
FSIG icon

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
Q2 		$14.9M Buy
790,413
+12,860
+2% +$244K ﹤0.01% 1799
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Raymond James Financial's FSIG Position: Q2 2026 in Review

Raymond James Financial increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 1.7% in Q2 2026, buying an estimated $244K and bringing the position to 790,413 shares worth $14.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Raymond James Financial first reported a position in FSIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.6M in Q2 2025. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Raymond James Financial held 790,413 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $14.9M as of Q2 2026.
  • Raymond James Financial bought 12,860 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $244K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1799 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 7 quarters since.
  • Raymond James Financial's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $19.6M in Q2 2025.
  • 164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.