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

TCFG Wealth 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
2025 Q3	–	Sell	-23,168	Closed	-$443K	–	272
2025 Q2	$443K	Sell	23,168 -5,205	-18%	-$98.8K	0.2%	137
2025 Q1	$537K	Buy	28,373 +1,257	+5%	+$23.8K	0.27%	99
2024 Q4	$512K	Buy	27,116 +491	+2%	+$9.32K	0.26%	96
2024 Q3	$511K	Buy	+26,625	New	+$507K	0.26%	94

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

TCFG Wealth Management's FSIG Position: Q3 2025 in Review

TCFG Wealth Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q3 2025, closing a stake of 23,168 shares — an estimated $443K sold.

TCFG Wealth Management first reported a position in FSIG in Q3 2024 and held it in 4 quarters. The position peaked at $537K in Q1 2025. 149 funds tracked by Wall St. Rank hold FSIG as of Q3 2025.

TCFG Wealth Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q3 2025 after selling out during the quarter.
TCFG Wealth Management sold 23,168 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2025, an estimated $443K.
TCFG Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2024 and held it in 4 quarters.
TCFG Wealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $537K in Q1 2025.
149 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2025.

Based on TCFG Wealth Management's 13F filing for Q3 2025, filed 18 Nov 2025.