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Vestmark Advisory Solutions’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Vestmark Advisory Solutions’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 		$10.5M Buy
554,003
+20,484
+4% +$392K 0.12% 190
2025
Q4 		$10.2M Buy
533,519
+34,258
+7% +$658K 0.14% 149
2025
Q3 		$9.59M Sell
499,261
-431,197
-46% -$8.26M 0.18% 115
2025
Q2 		$17.8M Buy
930,458
+465,810
+100% +$8.84M 0.26% 88
2025
Q1 		$8.8M Sell
464,648
-3,324
-0.7% -$62.9K 0.23% 109
2024
Q4 		$8.83M Buy
467,972
+124,131
+36% +$2.36M 0.3% 67
2024
Q3 		$6.6M Buy
343,841
+121,307
+55% +$2.31M 0.25% 84
2024
Q2 		$4.17M Buy
222,534
+178,464
+405% +$3.34M 0.17% 132
2024
Q1 		$827K Buy
+44,070
New +$831K 0.04% 329
2023
Q3 		– Sell
-21,119
Closed -$393K – 581
2023
Q2 		$393K Buy
+21,119
New +$397K 0.02% 640

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
CAG
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
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