Stephens Inc’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Stephens Inc’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	$6.73M	Buy	356,844 +1,921	+0.5%	+$36.4K	0.08%	242
2026 Q1	$6.72M	Sell	354,923 -412,372	-54%	-$7.88M	0.08%	230
2025 Q4	$14.7M	Buy	767,295 +19,311	+3%	+$371K	0.18%	118
2025 Q3	$14.4M	Buy	747,984 +9,213	+1%	+$177K	0.18%	121
2025 Q2	$14.1M	Sell	738,771 -41,120	-5%	-$781K	0.19%	121
2025 Q1	$14.8M	Sell	779,891 -160,340	-17%	-$3.03M	0.22%	116
2024 Q4	$17.7M	Sell	940,231 -180,178	-16%	-$3.42M	0.25%	94
2024 Q3	$21.5M	Buy	1,120,409 +16,095	+1%	+$307K	0.31%	81
2024 Q2	$20.7M	Sell	1,104,314 -65,039	-6%	-$1.22M	0.32%	73
2024 Q1	$21.9M	Sell	1,169,353 -84,166	-7%	-$1.59M	0.34%	69
2023 Q4	$23.8M	Buy	1,253,519 +33,141	+3%	+$615K	0.41%	62
2023 Q3	$22.4M	Sell	1,220,378 -223,051	-15%	-$4.14M	0.43%	57
2023 Q2	$26.9M	Sell	1,443,429 -105,421	-7%	-$1.98M	0.48%	46
2023 Q1	$29.2M	Buy	+1,548,850	New	+$29M	0.56%	36

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

Stephens Inc's FSIG Position: Q2 2026 in Review

Stephens Inc increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 0.54% in Q2 2026, buying an estimated $36.4K and bringing the position to 356,844 shares worth $6.73M. The position accounts for 0.08% of the portfolio, ranked #242.

Stephens Inc first reported a position in FSIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $29.2M in Q1 2023. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Stephens Inc held 356,844 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $6.73M as of Q2 2026.
Stephens Inc bought 1,921 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $36.4K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.08% of Stephens Inc's portfolio in Q2 2026, its #242 holding.
Stephens Inc first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 14 quarters since.
Stephens Inc's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $29.2M in Q1 2023.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.