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

Summit 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
Q1 		$409K Sell
21,578
-24,629
-53% -$471K 0.01% 1060
2025
Q4 		$887K Sell
46,207
-8,262
-15% -$159K 0.01% 707
2025
Q3 		$1.05M Buy
+54,469
New +$1.04M 0.02% 641

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Summit Financial's FSIG Position: Q1 2026 in Review

Summit Financial reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 53% in Q1 2026, selling an estimated $471K and leaving 21,578 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #1060.

Summit Financial first reported a position in FSIG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q3 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

  • Summit Financial held 21,578 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $409K as of Q1 2026.
  • Summit Financial sold 24,629 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $471K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1060 holding.
  • Summit Financial first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.05M in Q3 2025.
  • 157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.