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

TCP Asset 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 Q3	$6.02M	Buy	327,175 +9,854	+3%	+$185K	0.68%	27
2026 Q2	$5.98M	Buy	317,321 +29,047	+10%	+$550K	0.68%	28
2026 Q1	$5.46M	Buy	288,274 +10,477	+4%	+$200K	0.7%	31
2025 Q4	$5.33M	Buy	277,797 +25,784	+10%	+$495K	0.9%	23
2025 Q3	$4.84M	Buy	252,013 +12,752	+5%	+$244K	0.86%	23
2025 Q2	$4.57M	Buy	239,261 +5,021	+2%	+$95.3K	0.91%	23
2025 Q1	$4.44M	Buy	234,240 +4,821	+2%	+$91.2K	0.99%	23
2024 Q4	$4.33M	Buy	229,419 +9,369	+4%	+$178K	0.95%	23
2024 Q3	$4.22M	Buy	220,050 +5,135	+2%	+$97.9K	0.97%	23
2024 Q2	$4.03M	Buy	214,915 +7,415	+4%	+$139K	1.02%	23
2024 Q1	$3.89M	Buy	207,500 +51,053	+33%	+$962K	1.03%	23
2023 Q4	$2.97M	Buy	156,447 +3,454	+2%	+$64.1K	1.1%	23
2023 Q3	$2.81M	Buy	152,993 +1,156	+0.8%	+$21.5K	1.2%	26
2023 Q2	$2.83M	Buy	151,837 +30,044	+25%	+$564K	1.2%	26
2023 Q1	$2.29M	Buy	+121,793	New	+$2.28M	1.26%	23

Other funds holding FSIG

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

TCP Asset Management's FSIG Position: Q3 2026 in Review

TCP Asset Management increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 3.1% in Q3 2026, buying an estimated $185K and bringing the position to 327,175 shares worth $6.02M. The position accounts for 0.68% of the portfolio, ranked #27.

TCP Asset Management first reported a position in FSIG in Q1 2023 and has held it in 15 quarters since. 24 funds tracked by Wall St. Rank hold FSIG as of Q3 2026.

TCP Asset Management held 327,175 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $6.02M as of Q3 2026.
TCP Asset Management bought 9,854 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2026, an estimated $185K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.68% of TCP Asset Management's portfolio in Q3 2026, its #27 holding.
TCP Asset Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and has held it in 15 quarters since.
24 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2026.

Based on TCP Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.