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Triad Wealth Partners’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Triad Wealth Partners’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 		– Sell
-21,453
Closed -$406K – 575
2026
Q1 		$406K Buy
+21,453
New +$410K 0.03% 323

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First Trust Advisors
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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

Triad Wealth Partners's FSIG Position: Q2 2026 in Review

Triad Wealth Partners sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2026, closing a stake of 21,453 shares — an estimated $406K sold.

Triad Wealth Partners first reported a position in FSIG in Q1 2026 and held it in 1 quarter. The position peaked at $406K in Q1 2026. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

  • Triad Wealth Partners reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 21,453 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $406K.
  • Triad Wealth Partners first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Triad Wealth Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $406K 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 Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.