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

VisionPoint Advisory 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 Q3	$1.13M	Sell	61,623 -6,679	-10%	-$125K	0.18%	128
2026 Q2	$1.29M	Sell	68,302 -14,999	-18%	-$284K	0.21%	113
2026 Q1	$1.58M	Buy	83,301 +3,876	+5%	+$74.1K	0.3%	84
2025 Q4	$1.52M	Buy	79,425 +15,266	+24%	+$293K	0.3%	89
2025 Q3	$1.23M	Buy	64,159 +6,301	+11%	+$121K	0.25%	104
2025 Q2	$1.11M	Buy	+57,858	New	+$1.1M	0.24%	108

Other funds holding FSIG

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

VisionPoint Advisory Group's FSIG Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 9.8% in Q3 2026, selling an estimated $125K and leaving 61,623 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #128.

VisionPoint Advisory Group first reported a position in FSIG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.58M in Q1 2026. 24 funds tracked by Wall St. Rank hold FSIG as of Q3 2026.

VisionPoint Advisory Group held 61,623 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.13M as of Q3 2026.
VisionPoint Advisory Group sold 6,679 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2026, an estimated $125K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.18% of VisionPoint Advisory Group's portfolio in Q3 2026, its #128 holding.
VisionPoint Advisory Group first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2025 and has held it in 6 quarters since.
VisionPoint Advisory Group's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.58M in Q1 2026.
24 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.