WCFA
Walkner Condon Financial Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,789
| Closed | -$261K | – | 280 |
|
|
2025
Q1 | $261K | Sell |
13,789
-628
| -4% | -$11.9K | 0.05% | 225 |
|
|
2024
Q4 | $272K | Sell |
14,417
-7,131
| -33% | -$135K | 0.06% | 231 |
|
|
2024
Q3 | $414K | Buy |
21,548
+8,899
| +70% | +$171K | 0.08% | 177 |
|
|
2024
Q2 | $237K | Sell |
12,649
-670
| -5% | -$12.6K | 0.05% | 228 |
|
|
2024
Q1 | $250K | Sell |
13,319
-14,467
| -52% | -$272K | 0.05% | 235 |
|
|
2023
Q4 | $527K | Sell |
27,786
-16,996
| -38% | -$322K | 0.12% | 144 |
|
|
2023
Q3 | $824K | Sell |
44,782
-26,885
| -38% | -$494K | 0.22% | 96 |
|
|
2023
Q2 | $1.33M | Buy |
71,667
+20,507
| +40% | +$382K | 0.35% | 67 |
|
|
2023
Q1 | $963K | Buy |
+51,160
| New | +$963K | 0.27% | 84 |
|