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 Q3	$529K	Buy	28,760 +6,399	+29%	+$120K	0.09%	219
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

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

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

Triumph Capital Management's FSIG Position: Q3 2026 in Review

Triumph Capital Management increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 29% in Q3 2026, buying an estimated $120K and bringing the position to 28,760 shares worth $529K. The position accounts for 0.09% of the portfolio, ranked #219.

Triumph Capital Management first reported a position in FSIG in Q2 2022 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold FSIG as of Q3 2026.

Triumph Capital Management held 28,760 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $529K as of Q3 2026.
Triumph Capital Management bought 6,399 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2026, an estimated $120K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.09% of Triumph Capital Management's portfolio in Q3 2026, its #219 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 5 quarters since.
24 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2026.

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