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 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 $1.66T 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 $74.2B AUM 21.09% 1-Year Est. Return

Triumph Capital Management's FSIG Position: Q1 2026 in Review

Triumph Capital Management increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 162% in Q1 2026, buying an estimated $127K and bringing the position to 10,705 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #332.

Triumph Capital Management first reported a position in FSIG in Q2 2022 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

Triumph Capital Management held 10,705 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $203K as of Q1 2026.
Triumph Capital Management bought 6,618 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $127K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.04% of Triumph Capital Management's portfolio in Q1 2026, its #332 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 3 quarters since.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.