Stegent Equity Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Stegent Equity Advisors’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 Q2	–	Sell	-166,007	Closed	-$3.13M	–	66
2023 Q1	$3.13M	Buy	166,007 +20,045	+14%	+$376K	3.11%	6
2022 Q4	$2.73M	Buy	+145,962	New	+$2.71M	3.26%	4

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CAG

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Stegent Equity Advisors's FSIG Position: Q2 2023 in Review

Stegent Equity Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2023, closing a stake of 166,007 shares — an estimated $3.13M sold.

Stegent Equity Advisors first reported a position in FSIG in Q4 2022 and held it in 2 quarters. The position peaked at $3.13M in Q1 2023. 110 funds tracked by Wall St. Rank hold FSIG as of Q2 2023.

Stegent Equity Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2023 after selling out during the quarter.
Stegent Equity Advisors sold 166,007 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2023, an estimated $3.13M.
Stegent Equity Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and held it in 2 quarters.
Stegent Equity Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $3.13M in Q1 2023.
110 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2023.

Based on Stegent Equity Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.