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

Twin Peaks Wealth 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
2026 Q2	$1.14M	Buy	60,652 +8,745	+17%	+$166K	0.26%	76
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Twin Peaks Wealth Advisors's FSIG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 17% in Q2 2026, buying an estimated $166K and bringing the position to 60,652 shares worth $1.14M. The position accounts for 0.26% of the portfolio, ranked #76.

Twin Peaks Wealth Advisors first reported a position in FSIG in Q3 2024 and has held it in 8 quarters since. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Twin Peaks Wealth Advisors held 60,652 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.14M as of Q2 2026.
Twin Peaks Wealth Advisors bought 8,745 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $166K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.26% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #76 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 8 quarters since.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.