Triumph Capital Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Triumph Capital 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 Q2	$422K	Buy	22,361 +11,656	+109%	+$221K	0.08%	243
2026 Q1	$203K	Buy	10,705 +6,618	+162%	+$127K	0.04%	332
2025 Q4	$78.4K	Buy	+4,087	New	+$78.5K	0.02%	493
2022 Q3	–	Sell	-17,500	Closed	-$7K	–	204
2022 Q2	$7K	Buy	+17,500	New	+$332K	﹤0.01%	201

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Triumph Capital Management's FSIG Position: Q2 2026 in Review

Triumph Capital Management increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 109% in Q2 2026, buying an estimated $221K and bringing the position to 22,361 shares worth $422K. The position accounts for 0.08% of the portfolio, ranked #243.

Triumph Capital Management first reported a position in FSIG in Q2 2022 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Triumph Capital Management held 22,361 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $422K as of Q2 2026.
Triumph Capital Management bought 11,656 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $221K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.08% of Triumph Capital Management's portfolio in Q2 2026, its #243 holding.
Triumph Capital Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2022 and has held it in 4 quarters since.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.