Steward Partners Investment Advisory’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Steward Partners Investment Advisory’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	$1.26M	Buy	66,609 +24,173	+57%	+$458K	0.01%	1152
2026 Q1	$804K	Buy	42,436 +408	+1%	+$7.8K	﹤0.01%	1284
2025 Q4	$807K	Sell	42,028 -466	-1%	-$8.95K	﹤0.01%	1179
2025 Q3	$816K	Buy	42,494 +1,856	+5%	+$35.6K	﹤0.01%	1146
2025 Q2	$777K	Sell	40,638 -401	-1%	-$7.61K	0.01%	1098
2025 Q1	$777K	Buy	41,039 +5,082	+14%	+$96.1K	0.01%	1013
2024 Q4	$679K	Buy	35,957 +4,198	+13%	+$79.7K	0.01%	1025
2024 Q3	$610K	Buy	31,759 +4,826	+18%	+$92K	0.01%	1031
2024 Q2	$505K	Buy	26,933 +273	+1%	+$5.11K	0.01%	1066
2024 Q1	$500K	Buy	26,660 +666	+3%	+$12.6K	0.01%	1061
2023 Q4	$493K	Sell	25,994 -485	-2%	-$9K	0.01%	1009
2023 Q3	$487K	Buy	26,479 +5,251	+25%	+$97.5K	0.01%	925
2023 Q2	$395K	Hold	21,228	–	–	0.01%	1019
2023 Q1	$400K	Buy	21,228 +1,406	+7%	+$26.4K	0.01%	1010
2022 Q4	$370K	Buy	+19,822	New	+$368K	0.01%	1005

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

Steward Partners Investment Advisory's FSIG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 57% in Q2 2026, buying an estimated $458K and bringing the position to 66,609 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1152.

Steward Partners Investment Advisory first reported a position in FSIG in Q4 2022 and has held it in 15 quarters since. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Steward Partners Investment Advisory held 66,609 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.26M as of Q2 2026.
Steward Partners Investment Advisory bought 24,173 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $458K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1152 holding.
Steward Partners Investment Advisory first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 15 quarters since.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.