Rockefeller Capital Management
FSIG icon

Rockefeller Capital Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Rockefeller Capital 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
2026
Q2 		$123K Buy
6,541
+1,332
+26% +$25.2K ﹤0.01% 2865
2026
Q1 		$98.7K Sell
5,209
-3,151
-38% -$60.2K ﹤0.01% 2889
2025
Q4 		$160K Buy
8,360
+256
+3% +$4.92K ﹤0.01% 2478
2025
Q3 		$156K Buy
+8,104
New +$155K ﹤0.01% 2355

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LPL Financial
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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

Rockefeller Capital Management's FSIG Position: Q2 2026 in Review

Rockefeller Capital Management increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 26% in Q2 2026, buying an estimated $25.2K and bringing the position to 6,541 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2865.

Rockefeller Capital Management first reported a position in FSIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $160K in Q4 2025. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Rockefeller Capital Management held 6,541 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $123K as of Q2 2026.
  • Rockefeller Capital Management bought 1,332 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $25.2K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2865 holding.
  • Rockefeller Capital Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $160K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.