TAP Consulting’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

TAP Consulting’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
2024 Q4	$7.2M	Sell	381,299 -8,793	-2%	-$167K	1.47%	12
2024 Q3	$7.49M	Buy	390,092 +6,555	+2%	+$125K	1.47%	12
2024 Q2	$7.19M	Buy	383,537 +20,206	+6%	+$378K	1.52%	11
2024 Q1	$6.82M	Buy	363,331 +2,897	+0.8%	+$54.6K	1.5%	11
2023 Q4	$6.83M	Buy	+360,434	New	+$6.69M	1.63%	12

Other funds holding FSIG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TAP Consulting's FSIG Position: Q4 2024 in Review

TAP Consulting reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 2.3% in Q4 2024, selling an estimated $167K and leaving 381,299 shares worth $7.2M. The position accounts for 1.47% of the portfolio, ranked #12.

TAP Consulting first reported a position in FSIG in Q4 2023 and has held it in 5 quarters since. The position peaked at $7.49M in Q3 2024. 158 funds tracked by Wall St. Rank hold FSIG as of Q4 2024.

TAP Consulting held 381,299 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $7.2M as of Q4 2024.
TAP Consulting sold 8,793 First Trust Limited Duration Investment Grade Corporate ETF shares in Q4 2024, an estimated $167K.
First Trust Limited Duration Investment Grade Corporate ETF made up 1.47% of TAP Consulting's portfolio in Q4 2024, its #12 holding.
TAP Consulting first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2023 and has held it in 5 quarters since.
TAP Consulting's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $7.49M in Q3 2024.
158 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.