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

Spire Wealth 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	$479K	Buy	25,416 +212	+0.8%	+$4.02K	0.01%	562
2026 Q1	$477K	Buy	25,204 +934	+4%	+$17.9K	0.02%	553
2025 Q4	$466K	Sell	24,270 -145	-0.6%	-$2.79K	0.02%	559
2025 Q3	$469K	Sell	24,415 -1,557	-6%	-$29.8K	0.02%	547
2025 Q2	$497K	Sell	25,972 -17,634	-40%	-$335K	0.02%	507
2025 Q1	$826K	Buy	43,606 +1,744	+4%	+$33K	0.03%	446
2024 Q4	$790K	Buy	41,862 +1,089	+3%	+$20.7K	0.02%	448
2024 Q3	$783K	Sell	40,773 -7,260	-15%	-$138K	0.03%	426
2024 Q2	$900K	Sell	48,033 -23,260	-33%	-$435K	0.03%	361
2024 Q1	$1.34M	Sell	71,293 -2,747	-4%	-$51.8K	0.02%	310
2023 Q4	$1.4M	Sell	74,040 -5,206	-7%	-$96.7K	0.05%	287
2023 Q3	$1.46M	Sell	79,246 -41,669	-34%	-$773K	0.06%	262
2023 Q2	$2.25M	Buy	120,915 +6,278	+5%	+$118K	0.08%	221
2023 Q1	$2.16M	Buy	+114,637	New	+$2.15M	0.08%	218

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

Spire Wealth Management's FSIG Position: Q2 2026 in Review

Spire Wealth Management increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 0.84% in Q2 2026, buying an estimated $4.02K and bringing the position to 25,416 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #562.

Spire Wealth Management first reported a position in FSIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.25M in Q2 2023. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Spire Wealth Management held 25,416 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $479K as of Q2 2026.
Spire Wealth Management bought 212 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $4.02K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #562 holding.
Spire Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 14 quarters since.
Spire Wealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $2.25M in Q2 2023.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.