Simplicity Solutions’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Simplicity Solutions’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
2023 Q4	$241K	Sell	12,711 -524	-4%	-$9.73K	0.01%	905
2023 Q3	$243K	Sell	13,235 -196	-1%	-$3.64K	0.01%	830
2023 Q2	$250K	Sell	13,431 -6,711	-33%	-$126K	0.01%	893
2023 Q1	$379K	Buy	20,142 +9,960	+98%	+$187K	0.01%	772
2022 Q4	$190K	Buy	+10,182	New	+$189K	0.03%	630

Other funds holding FSIG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Simplicity Solutions's FSIG Position: Q4 2023 in Review

Simplicity Solutions reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 4% in Q4 2023, selling an estimated $9.73K and leaving 12,711 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #905.

Simplicity Solutions first reported a position in FSIG in Q4 2022 and has held it in 5 quarters since. The position peaked at $379K in Q1 2023. 122 funds tracked by Wall St. Rank hold FSIG as of Q4 2023.

Simplicity Solutions held 12,711 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $241K as of Q4 2023.
Simplicity Solutions sold 524 First Trust Limited Duration Investment Grade Corporate ETF shares in Q4 2023, an estimated $9.73K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #905 holding.
Simplicity Solutions first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 5 quarters since.
Simplicity Solutions's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $379K in Q1 2023.
122 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.