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Sequent Planning’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Sequent Planning’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 		$971K Buy
51,285
+1,808
+4% +$34.6K 0.23% 89
2025
Q4 		$949K Sell
49,477
-604
-1% -$11.6K 0.24% 87
2025
Q3 		$962K Buy
50,081
+2,470
+5% +$47.3K 0.27% 76
2025
Q2 		$910K Buy
47,611
+941
+2% +$17.9K 0.29% 58
2025
Q1 		$884K Buy
46,670
+327
+0.7% +$6.19K 0.32% 52
2024
Q4 		$874K Buy
46,343
+898
+2% +$17K 0.32% 54
2024
Q3 		$873K Buy
45,445
+236
+0.5% +$4.5K 0.3% 59
2024
Q2 		$846K Buy
45,209
+6,190
+16% +$116K 0.29% 58
2024
Q1 		$732K Buy
+39,019
New +$735K 0.27% 72

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Sequent Planning's FSIG Position: Q1 2026 in Review

Sequent Planning increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 3.7% in Q1 2026, buying an estimated $34.6K and bringing the position to 51,285 shares worth $971K. The position accounts for 0.23% of the portfolio, ranked #89.

Sequent Planning first reported a position in FSIG in Q1 2024 and has held it in 9 quarters since. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

  • Sequent Planning held 51,285 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $971K as of Q1 2026.
  • Sequent Planning bought 1,808 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $34.6K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.23% of Sequent Planning's portfolio in Q1 2026, its #89 holding.
  • Sequent Planning first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 9 quarters since.
  • 157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.