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 Q2	$246K	Sell	13,049 -38,236	-75%	-$724K	0.05%	243
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 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

Sequent Planning's FSIG Position: Q2 2026 in Review

Sequent Planning reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 75% in Q2 2026, selling an estimated $724K and leaving 13,049 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #243.

Sequent Planning first reported a position in FSIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $971K in Q1 2026. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Sequent Planning held 13,049 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $246K as of Q2 2026.
Sequent Planning sold 38,236 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $724K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.05% of Sequent Planning's portfolio in Q2 2026, its #243 holding.
Sequent Planning first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $971K in Q1 2026.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.