T
FSIG icon

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

TRUADVICE’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
2023
Q3 		$199K Buy
10,817
+596
+6% +$11.1K 0.08% 227
2023
Q2 		$190K Buy
+10,221
New +$192K 0.07% 257

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TRUADVICE's FSIG Position: Q3 2023 in Review

TRUADVICE increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 5.8% in Q3 2023, buying an estimated $11.1K and bringing the position to 10,817 shares worth $199K. The position accounts for 0.08% of the portfolio, ranked #227.

TRUADVICE first reported a position in FSIG in Q2 2023 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold FSIG as of Q3 2023.

  • TRUADVICE held 10,817 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $199K as of Q3 2023.
  • TRUADVICE bought 596 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2023, an estimated $11.1K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.08% of TRUADVICE's portfolio in Q3 2023, its #227 holding.
  • TRUADVICE first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2023 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.