Rossby Financial’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Rossby 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	$206K	Buy	10,907 +277	+3%	+$5.25K	0.04%	392
2026 Q1	$201K	Buy	10,630 +5	+0%	+$96	0.04%	379
2025 Q4	$204K	Buy	10,625 +145	+1%	+$2.79K	0.06%	274
2025 Q3	$202K	Buy	10,480 +6,833	+187%	+$131K	0.07%	276
2025 Q2	$69.7K	Buy	3,647 +9	+0.2%	+$171	0.03%	429
2025 Q1	$69.1K	Buy	+3,638	New	+$68.8K	0.03%	411

Other funds holding FSIG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rossby Financial's FSIG Position: Q2 2026 in Review

Rossby Financial increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 2.6% in Q2 2026, buying an estimated $5.25K and bringing the position to 10,907 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #392.

Rossby Financial first reported a position in FSIG in Q1 2025 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Rossby Financial held 10,907 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $206K as of Q2 2026.
Rossby Financial bought 277 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $5.25K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.04% of Rossby Financial's portfolio in Q2 2026, its #392 holding.
Rossby Financial first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2025 and has held it in 6 quarters since.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.