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

Ritholtz 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
2023
Q3 		– Sell
-54,927
Closed -$1.02M – 717
2023
Q2 		$1.02M Buy
+54,927
New +$1.03M 0.05% 267

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ritholtz Wealth Management's FSIG Position: Q3 2023 in Review

Ritholtz Wealth Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q3 2023, closing a stake of 54,927 shares — an estimated $1.02M sold.

Ritholtz Wealth Management first reported a position in FSIG in Q2 2023 and held it in 1 quarter. The position peaked at $1.02M in Q2 2023. 109 funds tracked by Wall St. Rank hold FSIG as of Q3 2023.

  • Ritholtz Wealth Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q3 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 54,927 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2023, an estimated $1.02M.
  • Ritholtz Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2023 and held it in 1 quarter.
  • Ritholtz Wealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.02M in Q2 2023.
  • 109 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2023.

Based on Ritholtz Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.