Twin Peaks Wealth Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$983K Buy
51,907
+26,741
+106% +$511K 0.25% 71
2025
Q4
$483K Sell
25,166
-863
-3% -$16.6K 0.14% 111
2025
Q3
$500K Buy
26,029
+1,786
+7% +$34.2K 0.17% 101
2025
Q2
$465K Sell
24,243
-268
-1% -$5.09K 0.15% 100
2025
Q1
$463K Buy
24,511
+403
+2% +$7.62K 0.21% 85
2024
Q4
$455K Buy
24,108
+3,395
+16% +$64.4K 0.19% 87
2024
Q3
$398K Buy
+20,713
New +$395K 0.18% 85

Other funds holding FSIG

Twin Peaks Wealth Advisors's FSIG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 106% in Q1 2026, buying an estimated $511K and bringing the position to 51,907 shares worth $983K. The position accounts for 0.25% of the portfolio, ranked #71.

Twin Peaks Wealth Advisors first reported a position in FSIG in Q3 2024 and has held it in 7 quarters since. 157 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 51,907 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $983K as of Q1 2026.
  • Twin Peaks Wealth Advisors bought 26,741 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $511K.
  • First Trust Limited Duration Investment Grade Corporate ETF made up 0.25% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • Twin Peaks Wealth Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2024 and has held it in 7 quarters since.
  • 157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.