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

Security Financial Services’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 Q3	–	Sell	-11,594	Closed	-$217K	–	168
2024 Q2	$217K	Sell	11,594 -20,284	-64%	-$380K	0.05%	157
2024 Q1	$598K	Sell	31,878 -508	-2%	-$9.57K	0.14%	94
2023 Q4	$614K	Sell	32,386 -3,182	-9%	-$59.1K	0.15%	84
2023 Q3	$654K	Buy	35,568 +157	+0.4%	+$2.91K	0.18%	83
2023 Q2	$659K	Buy	35,411 +2,471	+8%	+$46.4K	0.19%	80
2023 Q1	$620K	Buy	+32,940	New	+$617K	0.19%	83

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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Security Financial Services's FSIG Position: Q3 2024 in Review

Security Financial Services sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q3 2024, closing a stake of 11,594 shares — an estimated $217K sold.

Security Financial Services first reported a position in FSIG in Q1 2023 and held it in 6 quarters. The position peaked at $659K in Q2 2023. 148 funds tracked by Wall St. Rank hold FSIG as of Q3 2024.

Security Financial Services reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q3 2024 after selling out during the quarter.
Security Financial Services sold 11,594 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2024, an estimated $217K.
Security Financial Services first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and held it in 6 quarters.
Security Financial Services's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $659K in Q2 2023.
148 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2024.

Based on Security Financial Services's 13F filing for Q3 2024, filed 5 Nov 2024.