Richard W. Paul & Associates’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Richard W. Paul & Associates’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 Q2	–	Sell	-1,489	Closed	-$27.9K	–	509
2024 Q1	$27.9K	Hold	1,489	–	–	0.01%	239
2023 Q4	$28.2K	Buy	1,489 +9	+0.6%	+$167	0.01%	233
2023 Q3	$27.2K	Hold	1,480	–	–	0.01%	224
2023 Q2	$27.6K	Hold	1,480	–	–	0.01%	244
2023 Q1	$27.9K	Buy	1,480 +420	+40%	+$7.87K	0.01%	245
2022 Q4	$19.8K	Buy	+1,060	New	+$19.7K	0.01%	269

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Richard W. Paul & Associates's FSIG Position: Q2 2024 in Review

Richard W. Paul & Associates sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2024, closing a stake of 1,489 shares — an estimated $27.9K sold.

Richard W. Paul & Associates first reported a position in FSIG in Q4 2022 and held it in 6 quarters. The position peaked at $28.2K in Q4 2023. 146 funds tracked by Wall St. Rank hold FSIG as of Q2 2024.

Richard W. Paul & Associates reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2024 after selling out during the quarter.
Richard W. Paul & Associates sold 1,489 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2024, an estimated $27.9K.
Richard W. Paul & Associates first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and held it in 6 quarters.
Richard W. Paul & Associates's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $28.2K in Q4 2023.
146 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2024.

Based on Richard W. Paul & Associates's 13F filing for Q2 2024, filed 23 Jul 2024.