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

Smartleaf 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
2026 Q2	$229K	Hold	12,111	–	–	0.01%	776
2026 Q1	$228K	Buy	12,111 +3,369	+39%	+$64.4K	0.01%	736
2025 Q4	$168K	Buy	8,742 +8,438	+2,776%	+$162K	0.01%	890
2025 Q3	$5.84K	Buy	+304	New	+$5.83K	﹤0.01%	2330

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

Smartleaf Asset Management's FSIG Position: Q2 2026 in Review

Smartleaf Asset Management held its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) position steady in Q2 2026 at 12,111 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #776.

Smartleaf Asset Management first reported a position in FSIG in Q3 2025 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Smartleaf Asset Management held 12,111 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $229K as of Q2 2026.
Smartleaf Asset Management left its First Trust Limited Duration Investment Grade Corporate ETF share count unchanged in Q2 2026.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #776 holding.
Smartleaf Asset Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2025 and has held it in 4 quarters since.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.