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

Simplicity Wealth’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
Q2 		– Sell
-10,954
Closed -$206K – 1265
2024
Q1 		$206K Buy
+10,954
New +$206K ﹤0.01% 1063

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Simplicity Wealth's FSIG Position: Q2 2024 in Review

Simplicity Wealth sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2024, closing a stake of 10,954 shares — an estimated $206K sold.

Simplicity Wealth first reported a position in FSIG in Q1 2024 and held it in 1 quarter. The position peaked at $206K in Q1 2024. 146 funds tracked by Wall St. Rank hold FSIG as of Q2 2024.

  • Simplicity Wealth reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 10,954 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2024, an estimated $206K.
  • Simplicity Wealth first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $206K in Q1 2024.
  • 146 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.