WealthBridge Capital Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

WealthBridge Capital Management’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	$1.82M	Buy	96,278 +7,654	+9%	+$145K	0.36%	56
2026 Q1	$1.68M	Buy	88,624 +14,375	+19%	+$275K	0.39%	55
2025 Q4	$1.42M	Buy	74,249 +259	+0.4%	+$4.98K	0.32%	65
2025 Q3	$1.42M	Buy	73,990 +2,009	+3%	+$38.5K	0.33%	63
2025 Q2	$1.38M	Sell	71,981 -181	-0.3%	-$3.44K	0.35%	61
2025 Q1	$1.37M	Buy	72,162 +7,642	+12%	+$145K	0.39%	59
2024 Q4	$1.22M	Buy	64,520 +4,504	+8%	+$85.5K	0.34%	60
2024 Q3	$1.15M	Buy	60,016 +20,137	+50%	+$384K	0.33%	61
2024 Q2	$747K	Sell	39,879 -959	-2%	-$17.9K	0.25%	77
2024 Q1	$767K	Buy	40,838 +471	+1%	+$8.88K	0.26%	69
2023 Q4	$765K	Sell	40,367 -1,529	-4%	-$28.4K	0.29%	67
2023 Q3	$770K	Buy	41,896 +1,345	+3%	+$25K	0.32%	64
2023 Q2	$755K	Sell	40,551 -1,488	-4%	-$27.9K	0.3%	66
2023 Q1	$792K	Buy	42,039 +11,050	+36%	+$207K	0.32%	65
2022 Q4	$579K	Buy	30,989 +1,551	+5%	+$28.8K	0.24%	82
2022 Q3	$551K	Hold	29,438	–	–	0.24%	86
2022 Q2	$551K	Buy	+29,438	New	+$559K	0.24%	86

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

WealthBridge Capital Management's FSIG Position: Q2 2026 in Review

WealthBridge Capital Management increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 8.6% in Q2 2026, buying an estimated $145K and bringing the position to 96,278 shares worth $1.82M. The position accounts for 0.36% of the portfolio, ranked #56.

WealthBridge Capital Management first reported a position in FSIG in Q2 2022 and has held it in 17 quarters since. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

WealthBridge Capital Management held 96,278 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.82M as of Q2 2026.
WealthBridge Capital Management bought 7,654 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $145K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.36% of WealthBridge Capital Management's portfolio in Q2 2026, its #56 holding.
WealthBridge Capital Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2022 and has held it in 17 quarters since.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.