Tucker Asset Management
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Tucker Asset Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Tucker Asset 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 		– Sell
-5,410
Closed -$102K – 242
2026
Q2 		$102K Sell
5,410
-389
-7% -$7.37K 0.03% 217
2026
Q1 		$110K Buy
5,799
+761
+15% +$14.5K 0.03% 173
2025
Q4 		$96.7K Buy
5,038
+101
+2% +$1.94K 0.03% 197
2025
Q3 		$94.8K Sell
4,937
-856
-15% -$16.4K 0.03% 155
2025
Q2 		$111K Buy
5,793
+2,567
+80% +$48.7K 0.04% 132
2025
Q1 		$61.1K Buy
3,226
+236
+8% +$4.46K 0.02% 163
2024
Q4 		$56.4K Buy
2,990
+1,482
+98% +$28.1K 0.01% 352
2024
Q3 		$29K Sell
1,508
-694
-32% -$13.2K 0.01% 442
2024
Q2 		$41.3K Sell
2,202
-591
-21% -$11.1K 0.01% 438
2024
Q1 		$52.4K Buy
2,793
+660
+31% +$12.4K 0.01% 427
2023
Q4 		$40.4K Buy
2,133
+56
+3% +$1.04K 0.01% 376
2023
Q3 		$38.2K Sell
2,077
-485
-19% -$9K 0.01% 385
2023
Q2 		$47.7K Buy
2,562
+1,642
+178% +$30.8K 0.01% 272
2023
Q1 		$17.3K Buy
+920
New +$17.2K 0.01% 450

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AssetMark Inc
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TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Vaquero Private Wealth
Vaquero Private Wealth Dallas, Texas $477M AUM
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Center for Financial Planning
Center for Financial Planning Southfied, Michigan $1.08B AUM 12.2% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Tucker Asset Management's FSIG Position: Q3 2026 in Review

Tucker Asset Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q3 2026, closing a stake of 5,410 shares — an estimated $102K sold.

Tucker Asset Management first reported a position in FSIG in Q1 2023 and held it in 14 quarters. The position peaked at $111K in Q2 2025. 50 funds tracked by Wall St. Rank hold FSIG as of Q3 2026.

  • Tucker Asset Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q3 2026 after selling out during the quarter.
  • Tucker Asset Management sold 5,410 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2026, an estimated $102K.
  • Tucker Asset Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and held it in 14 quarters.
  • Tucker Asset Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $111K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2026.

Based on Tucker Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.