Steward Partners Investment Advisory’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Sell |
40,638
-401
| -1% | -$7.67K | 0.01% | 1098 |
|
|
2025
Q1 | $777K | Buy |
41,039
+5,082
| +14% | +$96.3K | 0.01% | 1013 |
|
|
2024
Q4 | $679K | Buy |
35,957
+4,198
| +13% | +$79.2K | 0.01% | 1025 |
|
|
2024
Q3 | $610K | Buy |
31,759
+4,826
| +18% | +$92.7K | 0.01% | 1031 |
|
|
2024
Q2 | $505K | Buy |
26,933
+273
| +1% | +$5.12K | 0.01% | 1066 |
|
|
2024
Q1 | $500K | Buy |
26,660
+666
| +3% | +$12.5K | 0.01% | 1061 |
|
|
2023
Q4 | $493K | Sell |
25,994
-485
| -2% | -$9.2K | 0.01% | 1009 |
|
|
2023
Q3 | $487K | Buy |
26,479
+5,251
| +25% | +$96.6K | 0.01% | 925 |
|
|
2023
Q2 | $395K | Hold |
21,228
| – | – | 0.01% | 1019 |
|
|
2023
Q1 | $400K | Buy |
21,228
+1,406
| +7% | +$26.5K | 0.01% | 1010 |
|
|
2022
Q4 | $370K | Buy |
+19,822
| New | +$370K | 0.01% | 1005 |
|