UBS Group’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

UBS Group’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	$1.25M	Buy	66,438 +2,026	+3%	+$38.4K	﹤0.01%	5527
2026 Q1	$1.22M	Buy	+64,412	New	+$1.23M	﹤0.01%	5395
2024 Q3	–	Sell	-1,040	Closed	-$19.5K	–	9685
2024 Q2	$19.5K	Buy	1,040 +286	+38%	+$5.35K	﹤0.01%	7322
2024 Q1	$14.2K	Buy	+754	New	+$14.2K	﹤0.01%	7077
2022 Q3	–	Sell	-719	Closed	-$13K	–	10530
2022 Q2	$13K	Sell	719 -503	-41%	-$9.55K	﹤0.01%	7506
2022 Q1	$24K	Buy	+1,222	New	+$23.9K	﹤0.01%	7243

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

UBS Group's FSIG Position: Q2 2026 in Review

UBS Group increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 3.1% in Q2 2026, buying an estimated $38.4K and bringing the position to 66,438 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #5527.

UBS Group first reported a position in FSIG in Q1 2022 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

UBS Group held 66,438 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.25M as of Q2 2026.
UBS Group bought 2,026 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $38.4K.
First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5527 holding.
UBS Group first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2022 and has held it in 6 quarters since.
163 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.