Sunbelt Securities’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Sunbelt Securities’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
2025 Q3	–	Sell	-317	Closed	-$5.98K	–	2755
2025 Q2	$5.98K	Buy	+317	New	+$6.02K	﹤0.01%	1405
2025 Q1	–	Sell	-317	Closed	-$5.98K	–	1836
2024 Q4	$5.98K	Hold	317	–	–	﹤0.01%	1405
2024 Q3	$6.09K	Hold	317	–	–	﹤0.01%	1391
2024 Q2	$5.94K	Hold	317	–	–	﹤0.01%	1366
2024 Q1	$5.95K	Sell	317 -283	-47%	-$5.33K	﹤0.01%	1334
2023 Q4	$11.4K	Hold	600	–	–	﹤0.01%	1144
2023 Q3	$11K	Hold	600	–	–	﹤0.01%	1129
2023 Q2	$11.2K	Hold	600	–	–	﹤0.01%	1153
2023 Q1	$11.3K	Buy	+600	New	+$11.2K	﹤0.01%	1098

Other funds holding FSIG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sunbelt Securities's FSIG Position: Q3 2025 in Review

Sunbelt Securities sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q3 2025, closing a stake of 317 shares — an estimated $5.98K sold.

Sunbelt Securities first reported a position in FSIG in Q1 2023 and held it in 9 quarters. The position peaked at $11.4K in Q4 2023. 149 funds tracked by Wall St. Rank hold FSIG as of Q3 2025.

Sunbelt Securities reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 317 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2025, an estimated $5.98K.
Sunbelt Securities first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and held it in 9 quarters.
Sunbelt Securities's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $11.4K in Q4 2023.
149 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.