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Synergy Investment Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Synergy Investment Management’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 		$109K Hold
5,782
– – 0.03% 244
2026
Q1 		$110K Buy
+5,782
New +$111K 0.04% 187
2025
Q2 		– Sell
-5,556
Closed -$105K – 259
2025
Q1 		$105K Buy
5,556
+373
+7% +$7.06K 0.04% 167
2024
Q4 		$97.8K Buy
+5,183
New +$98.4K 0.04% 174

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Synergy Investment Management's FSIG Position: Q2 2026 in Review

Synergy Investment Management held its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) position steady in Q2 2026 at 5,782 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #244.

Synergy Investment Management first reported a position in FSIG in Q4 2024 and has held it in 4 quarters since. The position peaked at $110K in Q1 2026. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Synergy Investment Management held 5,782 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $109K as of Q2 2026.
  • Synergy Investment Management left its First Trust Limited Duration Investment Grade Corporate ETF share count unchanged in Q2 2026.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #244 holding.
  • Synergy Investment Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $110K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.