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

TrueWealth Advisors’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
2025 Q1	–	Sell	-10,464	Closed	-$197K	–	220
2024 Q4	$197K	Sell	10,464 -710	-6%	-$13.5K	0.07%	222
2024 Q3	$215K	Sell	11,174 -130	-1%	-$2.48K	0.07%	214
2024 Q2	$212K	Sell	11,304 -981	-8%	-$18.4K	0.08%	210
2024 Q1	$231K	Buy	12,285 +655	+6%	+$12.3K	0.09%	190
2023 Q4	$221K	Sell	11,630 -727	-6%	-$13.5K	0.09%	178
2023 Q3	$227K	Sell	12,357 -882	-7%	-$16.4K	0.1%	170
2023 Q2	$247K	Buy	+13,239	New	+$249K	0.1%	157

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TrueWealth Advisors's FSIG Position: Q1 2025 in Review

TrueWealth Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2025, closing a stake of 10,464 shares — an estimated $197K sold.

TrueWealth Advisors first reported a position in FSIG in Q2 2023 and held it in 7 quarters. The position peaked at $247K in Q2 2023. 151 funds tracked by Wall St. Rank hold FSIG as of Q1 2025.

TrueWealth Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2025 after selling out during the quarter.
TrueWealth Advisors sold 10,464 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2025, an estimated $197K.
TrueWealth Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2023 and held it in 7 quarters.
TrueWealth Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $247K in Q2 2023.
151 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2025.

Based on TrueWealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.