Synergy Investment Management’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	–	Sell	-5,556	Closed	-$105K	–	259
2025 Q1	$105K	Buy	5,556 +373	+7%	+$7.07K	0.04%	167
2024 Q4	$97.8K	Buy	+5,183	New	+$97.8K	0.04%	174