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SignalPoint Asset Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

SignalPoint Asset Management’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
Q4 		– Sell
-24,966
Closed -$480K – 262
2024
Q3 		$480K Sell
24,966
-14,272
-36% -$272K 0.11% 159
2024
Q2 		$735K Buy
+39,238
New +$734K 0.2% 108

Other funds holding FSIG

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SignalPoint Asset Management's FSIG Position: Q4 2024 in Review

SignalPoint Asset Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q4 2024, closing a stake of 24,966 shares — an estimated $480K sold.

SignalPoint Asset Management first reported a position in FSIG in Q2 2024 and held it in 2 quarters. The position peaked at $735K in Q2 2024. 158 funds tracked by Wall St. Rank hold FSIG as of Q4 2024.

  • SignalPoint Asset Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • SignalPoint Asset Management sold 24,966 First Trust Limited Duration Investment Grade Corporate ETF shares in Q4 2024, an estimated $480K.
  • SignalPoint Asset Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2024 and held it in 2 quarters.
  • SignalPoint Asset Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $735K in Q2 2024.
  • 158 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.