RiverTree Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

RiverTree 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
2026 Q1	–	Sell	-36,169	Closed	-$694K	–	64
2025 Q4	$694K	Buy	+36,169	New	+$695K	0.44%	46
2025 Q1	–	Sell	-103,659	Closed	-$1.96M	–	58
2024 Q4	$1.96M	Buy	+103,659	New	+$1.97M	1.29%	21

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

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 $2.18B AUM 16.73% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $74.2B AUM 21.09% 1-Year Est. Return

RiverTree Advisors's FSIG Position: Q1 2026 in Review

RiverTree Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2026, closing a stake of 36,169 shares — an estimated $694K sold.

RiverTree Advisors first reported a position in FSIG in Q4 2024 and held it in 2 quarters. The position peaked at $1.96M in Q4 2024. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

RiverTree Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2026 after selling out during the quarter.
RiverTree Advisors sold 36,169 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $694K.
RiverTree Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2024 and held it in 2 quarters.
RiverTree Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.96M in Q4 2024.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on RiverTree Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.