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WJ Wealth Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

WJ Wealth 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
2025
Q3 		– Sell
-233,411
Closed -$4.46M – 79
2025
Q2 		$4.46M Sell
233,411
-45,947
-16% -$872K 1.41% 23
2025
Q1 		$5.29M Buy
+279,358
New +$5.28M 1.87% 18

Other funds holding FSIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WJ Wealth Management's FSIG Position: Q3 2025 in Review

WJ Wealth Management sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q3 2025, closing a stake of 233,411 shares — an estimated $4.46M sold.

WJ Wealth Management first reported a position in FSIG in Q1 2025 and held it in 2 quarters. The position peaked at $5.29M in Q1 2025. 149 funds tracked by Wall St. Rank hold FSIG as of Q3 2025.

  • WJ Wealth Management reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • WJ Wealth Management sold 233,411 First Trust Limited Duration Investment Grade Corporate ETF shares in Q3 2025, an estimated $4.46M.
  • WJ Wealth Management first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2025 and held it in 2 quarters.
  • WJ Wealth Management's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $5.29M in Q1 2025.
  • 149 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.