Stifel Financial
FSIG icon

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

Stifel 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
2026
Q2 		$19.2M Sell
1,018,327
-254,103
-20% -$4.81M 0.02% 701
2026
Q1 		$24.1M Buy
1,272,430
+428,682
+51% +$8.2M 0.02% 563
2025
Q4 		$16.2M Buy
843,748
+76,500
+10% +$1.47M 0.01% 730
2025
Q3 		$14.7M Buy
767,248
+24,746
+3% +$474K 0.01% 764
2025
Q2 		$14.2M Sell
742,502
-155,580
-17% -$2.95M 0.01% 741
2025
Q1 		$17M Buy
898,082
+226,024
+34% +$4.28M 0.02% 626
2024
Q4 		$12.7M Buy
672,058
+225,230
+50% +$4.28M 0.01% 767
2024
Q3 		$8.58M Buy
446,828
+3,654
+0.8% +$69.6K 0.01% 910
2024
Q2 		$8.31M Sell
443,174
-1,181,764
-73% -$22.1M 0.01% 886
2024
Q1 		$30.5M Buy
1,624,938
+1,253,400
+337% +$23.6M 0.03% 412
2023
Q4 		$7.04M Buy
371,538
+10,680
+3% +$198K 0.01% 928
2023
Q3 		$6.64M Sell
360,858
-969,568
-73% -$18M 0.01% 901
2023
Q2 		$24.8M Buy
1,330,426
+183,617
+16% +$3.45M 0.03% 405
2023
Q1 		$21.6M Buy
+1,146,809
New +$21.5M 0.03% 441

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial's FSIG Position: Q2 2026 in Review

Stifel Financial reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 20% in Q2 2026, selling an estimated $4.81M and leaving 1,018,327 shares worth $19.2M. The position accounts for 0.02% of the portfolio, ranked #701.

Stifel Financial first reported a position in FSIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $30.5M in Q1 2024. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Stifel Financial held 1,018,327 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $19.2M as of Q2 2026.
  • Stifel Financial sold 254,103 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $4.81M.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #701 holding.
  • Stifel Financial first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 14 quarters since.
  • Stifel Financial's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $30.5M in Q1 2024.
  • 164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.