Virtue Capital Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Virtue Capital Management’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 Q2	–	Sell	-11,023	Closed	-$209K	–	343
2025 Q1	$209K	Buy	+11,023	New	+$209K	0.02%	443
2024 Q3	–	Sell	-12,808	Closed	-$241K	–	317
2024 Q2	$241K	Sell	12,808 -12,619	-50%	-$236K	0.04%	326
2024 Q1	$475K	Sell	25,427 -33,076	-57%	-$623K	0.09%	217
2023 Q4	$1.1M	Sell	58,503 -21,618	-27%	-$401K	0.22%	84
2023 Q3	$1.49M	Hold	80,121	–	–	0.25%	73
2023 Q2	$1.49M	Buy	80,121 +24,652	+44%	+$463K	0.25%	73
2023 Q1	$1.05M	Buy	+55,469	New	+$1.04M	0.17%	98

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

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

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

CAG

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Virtue Capital Management's FSIG Position: Q2 2025 in Review

Virtue Capital Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2025, closing a stake of 11,023 shares — an estimated $209K sold.

Virtue Capital Management first reported a position in FSIG in Q1 2023 and held it in 7 quarters. The position peaked at $1.49M in Q3 2023. 157 funds tracked by Wall St. Rank hold FSIG as of Q2 2025.

Virtue Capital Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2025 after selling out during the quarter.
Virtue Capital Management sold 11,023 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2025, an estimated $209K.
Virtue Capital Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and held it in 7 quarters.
Virtue Capital Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.49M in Q3 2023.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.