Wedbush Securities’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Wedbush Securities’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	$775K	Buy	42,138 +1,627	+4%	+$30.5K	0.02%	565
2026 Q2	$764K	Sell	40,511 -2,083	-5%	-$39.5K	0.02%	578
2026 Q1	$807K	Sell	42,594 -1,628	-4%	-$31.1K	0.02%	529
2025 Q4	$849K	Buy	+44,222	New	+$850K	0.02%	500
2024 Q4	–	Sell	-29,774	Closed	-$572K	–	1156
2024 Q3	$572K	Buy	29,774 +2,458	+9%	+$46.8K	0.02%	558
2024 Q2	$512K	Buy	27,316 +2,273	+9%	+$42.5K	0.02%	617
2024 Q1	$470K	Buy	+25,043	New	+$472K	0.02%	667

Other funds holding FSIG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 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

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

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

Wedbush Securities's FSIG Position: Q3 2026 in Review

Wedbush Securities increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 4% in Q3 2026, buying an estimated $30.5K and bringing the position to 42,138 shares worth $775K. The position accounts for 0.02% of the portfolio, ranked #565.

Wedbush Securities first reported a position in FSIG in Q1 2024 and has held it in 7 quarters since. The position peaked at $849K in Q4 2025. 34 funds tracked by Wall St. Rank hold FSIG as of Q3 2026.

Wedbush Securities held 42,138 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $775K as of Q3 2026.
Wedbush Securities bought 1,627 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2026, an estimated $30.5K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.02% of Wedbush Securities's portfolio in Q3 2026, its #565 holding.
Wedbush Securities first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2024 and has held it in 7 quarters since.
Wedbush Securities's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $849K in Q4 2025.
34 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.