Visionary Wealth Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Visionary 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
2025 Q3	–	Sell	-72,097	Closed	-$1.38M	–	601
2025 Q2	$1.38M	Sell	72,097 -59,245	-45%	-$1.12M	0.07%	237
2025 Q1	$2.49M	Sell	131,342 -691	-0.5%	-$13.1K	0.15%	153
2024 Q4	$2.49M	Sell	132,033 -41,551	-24%	-$789K	0.15%	149
2024 Q3	$3.33M	Buy	173,584 +665	+0.4%	+$12.7K	0.2%	118
2024 Q2	$3.24M	Sell	172,919 -73,019	-30%	-$1.37M	0.21%	119
2024 Q1	$4.62M	Buy	245,938 +6,886	+3%	+$130K	0.31%	87
2023 Q4	$4.53M	Sell	239,052 -51,390	-18%	-$954K	0.33%	82
2023 Q3	$5.34M	Sell	290,442 -43,676	-13%	-$811K	0.43%	64
2023 Q2	$6.22M	Buy	+334,118	New	+$6.27M	0.5%	53

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

CAG

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Visionary Wealth Advisors's FSIG Position: Q3 2025 in Review

Visionary Wealth Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q3 2025, closing a stake of 72,097 shares — an estimated $1.38M sold.

Visionary Wealth Advisors first reported a position in FSIG in Q2 2023 and held it in 9 quarters. The position peaked at $6.22M in Q2 2023. 149 funds tracked by Wall St. Rank hold FSIG as of Q3 2025.

Visionary Wealth Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q3 2025 after selling out during the quarter.
Visionary Wealth Advisors sold 72,097 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2025, an estimated $1.38M.
Visionary Wealth Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2023 and held it in 9 quarters.
Visionary Wealth Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $6.22M in Q2 2023.
149 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2025.

Based on Visionary Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.