U.S. Capital Wealth Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

U.S. Capital 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 Q1	$2.21M	Buy	116,662 +5,942	+5%	+$114K	0.06%	329
2025 Q4	$2.12M	Buy	110,720 +1,318	+1%	+$25.3K	0.06%	325
2025 Q3	$2.1M	Buy	109,402 +6,108	+6%	+$117K	0.06%	322
2025 Q2	$1.97M	Buy	103,294 +9,502	+10%	+$180K	0.06%	298
2025 Q1	$1.78M	Sell	93,792 -136	-0.1%	-$2.57K	0.05%	319
2024 Q4	$1.77M	Buy	93,928 +19,550	+26%	+$371K	0.05%	326
2024 Q3	$1.43M	Buy	74,378 +6,422	+9%	+$122K	0.05%	308
2024 Q2	$1.27M	Buy	67,956 +102	+0.2%	+$1.91K	0.05%	315
2024 Q1	$1.27M	Buy	67,854 +26,528	+64%	+$500K	0.05%	311
2023 Q4	$784K	Buy	+41,326	New	+$767K	0.03%	374

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Royal Bank of Canada

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

Envestnet Asset Management

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

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

Stifel Financial

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

Truist Financial

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return