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 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 $882M AUM 21.79% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return