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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

VisionPoint Advisory Group's FSIG Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 18% in Q2 2026, selling an estimated $284K and leaving 68,302 shares worth $1.29M. The position accounts for 0.21% of the portfolio, ranked #113.

VisionPoint Advisory Group first reported a position in FSIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.58M in Q1 2026. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

VisionPoint Advisory Group held 68,302 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.29M as of Q2 2026.
VisionPoint Advisory Group sold 14,999 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $284K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.21% of VisionPoint Advisory Group's portfolio in Q2 2026, its #113 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 5 quarters since.
VisionPoint Advisory Group's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.58M in Q1 2026.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.