SIS
FSIG icon

Sound Income Strategies’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Sound Income Strategies’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 		– Sell
-9,392
Closed -$178K – 1167
2026
Q1 		$178K Sell
9,392
-685
-7% -$13.1K 0.01% 450
2025
Q4 		$193K Buy
+10,077
New +$194K 0.01% 429

Other funds holding FSIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Sound Income Strategies's FSIG Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2026, closing a stake of 9,392 shares — an estimated $178K sold.

Sound Income Strategies first reported a position in FSIG in Q4 2025 and held it in 2 quarters. The position peaked at $193K in Q4 2025. 129 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Sound Income Strategies reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 9,392 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $178K.
  • Sound Income Strategies first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $193K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.