Sterling Manor Financial’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Sterling Manor Financial’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 Q4	–	Sell	-187,938	Closed	-$3.46M	–	25
2023 Q3	$3.46M	Sell	187,938 -2,358	-1%	-$43.8K	3.13%	13
2023 Q2	$3.54M	Buy	190,296 +158,876	+506%	+$2.98M	2.99%	13
2023 Q1	$592K	Buy	+31,420	New	+$589K	0.57%	25

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sterling Manor Financial's FSIG Position: Q4 2023 in Review

Sterling Manor Financial sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q4 2023, closing a stake of 187,938 shares — an estimated $3.46M sold.

Sterling Manor Financial first reported a position in FSIG in Q1 2023 and held it in 3 quarters. The position peaked at $3.54M in Q2 2023. 122 funds tracked by Wall St. Rank hold FSIG as of Q4 2023.

Sterling Manor Financial reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q4 2023 after selling out during the quarter.
Sterling Manor Financial sold 187,938 First Trust Limited Duration Investment Grade Corporate ETF shares in Q4 2023, an estimated $3.46M.
Sterling Manor Financial first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and held it in 3 quarters.
Sterling Manor Financial's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $3.54M in Q2 2023.
122 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q4 2023.

Based on Sterling Manor Financial's 13F filing for Q4 2023, filed 26 Jan 2024.