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 Q3	$1.91M	Buy	103,791 +7,513	+8%	+$141K	0.37%	50
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

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

WealthBridge Capital Management's FSIG Position: Q3 2026 in Review

WealthBridge Capital Management increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 7.8% in Q3 2026, buying an estimated $141K and bringing the position to 103,791 shares worth $1.91M. The position accounts for 0.37% of the portfolio, ranked #50.

WealthBridge Capital Management first reported a position in FSIG in Q2 2022 and has held it in 18 quarters since. 24 funds tracked by Wall St. Rank hold FSIG as of Q3 2026.

WealthBridge Capital Management held 103,791 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.91M as of Q3 2026.
WealthBridge Capital Management bought 7,513 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2026, an estimated $141K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.37% of WealthBridge Capital Management's portfolio in Q3 2026, its #50 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 18 quarters since.
24 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.