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 $1.89T 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 22.9% 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

U.S. Capital Wealth Advisors's FSIG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 5.4% in Q1 2026, buying an estimated $114K and bringing the position to 116,662 shares worth $2.21M. The position accounts for 0.06% of the portfolio, ranked #329.

U.S. Capital Wealth Advisors first reported a position in FSIG in Q4 2023 and has held it in 10 quarters since. 158 funds tracked by Wall St. Rank hold FSIG as of Q1 2026.

U.S. Capital Wealth Advisors held 116,662 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $2.21M as of Q1 2026.
U.S. Capital Wealth Advisors bought 5,942 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $114K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #329 holding.
U.S. Capital Wealth Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2023 and has held it in 10 quarters since.
158 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.