TFB Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

TFB Advisors’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 Q1	–	Sell	-14,420	Closed	-$277K	–	230
2025 Q4	$277K	Buy	14,420 +165	+1%	+$3.17K	0.08%	258
2025 Q3	$275K	Sell	14,255 -17,064	-54%	-$327K	0.08%	253
2025 Q2	$599K	Buy	31,319 +393	+1%	+$7.46K	0.16%	147
2025 Q1	$586K	Buy	30,926 +418	+1%	+$7.91K	0.17%	140
2024 Q4	$576K	Buy	30,508 +4,360	+17%	+$82.8K	0.16%	135
2024 Q3	$502K	Buy	26,148 +4,012	+18%	+$76.5K	0.15%	159
2024 Q2	$415K	Buy	22,136 +1,400	+7%	+$26.2K	0.14%	170
2024 Q1	$386K	Buy	20,736 +8,131	+65%	+$153K	0.14%	166
2023 Q4	$239K	Buy	+12,605	New	+$234K	0.12%	147

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TFB Advisors's FSIG Position: Q1 2026 in Review

TFB Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2026, closing a stake of 14,420 shares — an estimated $277K sold.

TFB Advisors first reported a position in FSIG in Q4 2023 and held it in 9 quarters. The position peaked at $599K in Q2 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

TFB Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2026 after selling out during the quarter.
TFB Advisors sold 14,420 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $277K.
TFB Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2023 and held it in 9 quarters.
TFB Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $599K in Q2 2025.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.