Walkner Condon Financial Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Walkner Condon Financial Advisors’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
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%	+$170K	0.08%	177
2024 Q2	$237K	Sell	12,649 -670	-5%	-$12.5K	0.05%	228
2024 Q1	$250K	Sell	13,319 -14,467	-52%	-$273K	0.05%	235
2023 Q4	$527K	Sell	27,786 -16,996	-38%	-$316K	0.12%	144
2023 Q3	$824K	Sell	44,782 -26,885	-38%	-$499K	0.22%	96
2023 Q2	$1.33M	Buy	71,667 +20,507	+40%	+$385K	0.35%	67
2023 Q1	$963K	Buy	+51,160	New	+$959K	0.27%	84

Other funds holding FSIG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Walkner Condon Financial Advisors's FSIG Position: Q2 2025 in Review

Walkner Condon Financial Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q2 2025, closing a stake of 13,789 shares — an estimated $261K sold.

Walkner Condon Financial Advisors first reported a position in FSIG in Q1 2023 and held it in 9 quarters. The position peaked at $1.33M in Q2 2023. 157 funds tracked by Wall St. Rank hold FSIG as of Q2 2025.

Walkner Condon Financial Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q2 2025 after selling out during the quarter.
Walkner Condon Financial Advisors sold 13,789 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2025, an estimated $261K.
Walkner Condon Financial Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and held it in 9 quarters.
Walkner Condon Financial Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $1.33M in Q2 2023.
157 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.