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Uniting Wealth Partners’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Uniting Wealth Partners’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
2025
Q4 		– Sell
-333,181
Closed -$6.4M – 171
2025
Q3 		$6.4M Buy
+333,181
New +$6.39M 1.51% 13

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Uniting Wealth Partners's FSIG Position: Q4 2025 in Review

Uniting Wealth Partners sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q4 2025, closing a stake of 333,181 shares — an estimated $6.4M sold.

Uniting Wealth Partners first reported a position in FSIG in Q3 2025 and held it in 1 quarter. The position peaked at $6.4M in Q3 2025. 160 funds tracked by Wall St. Rank hold FSIG as of Q4 2025.

  • Uniting Wealth Partners reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Uniting Wealth Partners sold 333,181 First Trust Limited Duration Investment Grade Corporate ETF shares in Q4 2025, an estimated $6.4M.
  • Uniting Wealth Partners first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Uniting Wealth Partners's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $6.4M in Q3 2025.
  • 160 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q4 2025.

Based on Uniting Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.