TFP
FSIG icon

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

TrueWealth Financial Partners’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 		– Sell
-45,317
Closed -$870K – 86
2025
Q4 		$870K Buy
+45,317
New +$871K 0.72% 31

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TrueWealth Financial Partners's FSIG Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2026, closing a stake of 45,317 shares — an estimated $870K sold.

TrueWealth Financial Partners first reported a position in FSIG in Q4 2025 and held it in 1 quarter. The position peaked at $870K in Q4 2025. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 45,317 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $870K.
  • TrueWealth Financial Partners first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $870K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.