Stratos Wealth Partners
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Stratos Wealth Partners’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Stratos Wealth Partners’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
Q3 		$547K Buy
29,782
+1,294
+5% +$24.2K 0.01% 1112
2026
Q2 		$537K Buy
28,488
+4,842
+20% +$91.7K 0.01% 1107
2026
Q1 		$448K Buy
23,646
+2,328
+11% +$44.5K 0.01% 1110
2025
Q4 		$409K Sell
21,318
-633
-3% -$12.2K ﹤0.01% 1128
2025
Q3 		$422K Buy
21,951
+1,664
+8% +$31.9K 0.01% 1090
2025
Q2 		$388K Buy
20,287
+483
+2% +$9.17K 0.01% 1031
2025
Q1 		$375K Sell
19,804
-5,444
-22% -$103K 0.01% 994
2024
Q4 		$476K Buy
25,248
+2,310
+10% +$43.8K 0.01% 954
2024
Q3 		$440K Buy
22,938
+3,204
+16% +$61.1K 0.01% 978
2024
Q2 		$370K Sell
19,734
-5,565
-22% -$104K 0.01% 1017
2024
Q1 		$475K Sell
25,299
-1,906
-7% -$35.9K 0.01% 914
2023
Q4 		$516K Sell
27,205
-4,533
-14% -$84.2K 0.01% 870
2023
Q3 		$584K Sell
31,738
-3,041
-9% -$56.4K 0.01% 771
2023
Q2 		$648K Sell
34,779
-846
-2% -$15.9K 0.01% 675
2023
Q1 		$671K Buy
35,625
+5,475
+18% +$103K 0.02% 590
2022
Q4 		$563K Buy
+30,150
New +$560K 0.01% 691

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Stratos Wealth Partners's FSIG Position: Q3 2026 in Review

Stratos Wealth Partners increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 4.5% in Q3 2026, buying an estimated $24.2K and bringing the position to 29,782 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #1112.

Stratos Wealth Partners first reported a position in FSIG in Q4 2022 and has held it in 16 quarters since. The position peaked at $671K in Q1 2023. 140 funds tracked by Wall St. Rank hold FSIG as of Q3 2026.

  • Stratos Wealth Partners held 29,782 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $547K as of Q3 2026.
  • Stratos Wealth Partners bought 1,294 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2026, an estimated $24.2K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q3 2026, its #1112 holding.
  • Stratos Wealth Partners first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2022 and has held it in 16 quarters since.
  • Stratos Wealth Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $671K in Q1 2023.
  • 140 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2026.

Based on Stratos Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.