Wagner Wealth Management (South Carolina)’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Wagner Wealth Management (South Carolina)’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	$12.4K	Buy	657 +5	+0.8%	+$95	﹤0.01%	223
2026 Q1	$12.4K	Buy	652 +7	+1%	+$134	﹤0.01%	218
2025 Q4	$12.4K	Buy	645 +9	+1%	+$173	﹤0.01%	208
2025 Q3	$12.2K	Buy	636 +7	+1%	+$134	﹤0.01%	197
2025 Q2	$12K	Sell	629 -175	-22%	-$3.32K	﹤0.01%	199
2025 Q1	$15.2K	Buy	804 +18	+2%	+$341	﹤0.01%	181
2024 Q4	$14.8K	Sell	786 -72	-8%	-$1.37K	﹤0.01%	182
2024 Q3	$16.5K	Buy	858 +20	+2%	+$381	﹤0.01%	173
2024 Q2	$15.7K	Sell	838 -712	-46%	-$13.3K	﹤0.01%	201
2024 Q1	$29.1K	Sell	1,550 -2,049	-57%	-$38.6K	0.01%	184
2023 Q4	$68.2K	Sell	3,599 -1,067	-23%	-$19.8K	0.02%	154
2023 Q3	$85.8K	Buy	4,666 +300	+7%	+$5.57K	0.03%	132
2023 Q2	$81.3K	Buy	+4,366	New	+$82K	0.03%	131

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

Wagner Wealth Management (South Carolina)'s FSIG Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 0.77% in Q2 2026, buying an estimated $95 and bringing the position to 657 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Wagner Wealth Management (South Carolina) first reported a position in FSIG in Q2 2023 and has held it in 13 quarters since. The position peaked at $85.8K in Q3 2023. 162 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Wagner Wealth Management (South Carolina) held 657 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $12.4K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 5 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $95.
First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #223 holding.
Wagner Wealth Management (South Carolina) first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2023 and has held it in 13 quarters since.
Wagner Wealth Management (South Carolina)'s First Trust Limited Duration Investment Grade Corporate ETF position peaked at $85.8K in Q3 2023.
162 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.