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

Winebrenner 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	$552K	Sell	30,027 -3,596	-11%	-$67.4K	0.36%	81
2026 Q2	$634K	Sell	33,623 -3,870	-10%	-$73.3K	0.39%	78
2026 Q1	$710K	Hold	37,493	–	–	0.46%	67
2025 Q4	$719K	Buy	37,493 +2,500	+7%	+$48K	0.48%	63
2025 Q3	$672K	Buy	34,993 +5,666	+19%	+$109K	0.48%	66
2025 Q2	$561K	Hold	29,327	–	–	0.45%	75
2025 Q1	$555K	Sell	29,327 -1,318	-4%	-$24.9K	0.5%	70
2024 Q4	$578K	Buy	+30,645	New	+$582K	0.45%	75

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

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

Winebrenner Capital Management reduced its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 11% in Q3 2026, selling an estimated $67.4K and leaving 30,027 shares worth $552K. The position accounts for 0.36% of the portfolio, ranked #81.

Winebrenner Capital Management first reported a position in FSIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $719K in Q4 2025. 34 funds tracked by Wall St. Rank hold FSIG as of Q3 2026.

Winebrenner Capital Management held 30,027 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $552K as of Q3 2026.
Winebrenner Capital Management sold 3,596 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2026, an estimated $67.4K.
First Trust Limited Duration Investment Grade Corporate ETF made up 0.36% of Winebrenner Capital Management's portfolio in Q3 2026, its #81 holding.
Winebrenner Capital Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q4 2024 and has held it in 8 quarters since.
Winebrenner Capital Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $719K 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 Winebrenner Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.