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

Sigma Planning Corp’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	$1.12M	Buy	59,516 +121	+0.2%	+$2.29K	0.03%	554
2026 Q1	$1.12M	Buy	59,395 +1,789	+3%	+$34.2K	0.03%	530
2025 Q4	$1.11M	Sell	57,606 -13,812	-19%	-$265K	0.03%	499
2025 Q3	$1.37M	Sell	71,418 -3,657	-5%	-$70.1K	0.04%	428
2025 Q2	$1.44M	Sell	75,075 -68,890	-48%	-$1.31M	0.04%	391
2025 Q1	$2.73M	Sell	143,965 -2,698	-2%	-$51K	0.09%	227
2024 Q4	$2.77M	Buy	146,663 +19,244	+15%	+$365K	0.09%	221
2024 Q3	$2.45M	Buy	127,419 +39,388	+45%	+$751K	0.07%	248
2024 Q2	$1.65M	Sell	88,031 -22,556	-20%	-$422K	0.05%	342
2024 Q1	$2.08M	Buy	110,587 +26,479	+31%	+$499K	0.07%	308
2023 Q4	$1.59M	Sell	84,108 -58,278	-41%	-$1.08M	0.12%	173
2023 Q3	$2.62M	Sell	142,386 -22,087	-13%	-$410K	0.1%	219
2023 Q2	$3.06M	Buy	164,473 +84,308	+105%	+$1.58M	0.11%	194
2023 Q1	$1.51M	Buy	+80,165	New	+$1.5M	0.05%	370

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

Sigma Planning Corp's FSIG Position: Q2 2026 in Review

Sigma Planning Corp increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 0.2% in Q2 2026, buying an estimated $2.29K and bringing the position to 59,516 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #554.

Sigma Planning Corp first reported a position in FSIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.06M in Q2 2023. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Sigma Planning Corp held 59,516 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.12M as of Q2 2026.
Sigma Planning Corp bought 121 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $2.29K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #554 holding.
Sigma Planning Corp first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 14 quarters since.
Sigma Planning Corp's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $3.06M in Q2 2023.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.