WMG Financial Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

WMG Financial Advisors’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 Q4	–	Sell	-10,628	Closed	-$204K	–	134
2025 Q3	$204K	Sell	10,628 -2,436	-19%	-$46.7K	0.07%	199
2025 Q2	$250K	Sell	13,064 -572	-4%	-$10.9K	0.09%	159
2025 Q1	$258K	Sell	13,636 -401	-3%	-$7.59K	0.11%	134
2024 Q4	$265K	Sell	14,037 -575	-4%	-$10.9K	0.11%	129
2024 Q3	$281K	Buy	14,612 +545	+4%	+$10.4K	0.13%	120
2024 Q2	$264K	Buy	+14,067	New	+$263K	0.14%	115

Other funds holding FSIG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WMG Financial Advisors's FSIG Position: Q4 2025 in Review

WMG Financial Advisors sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q4 2025, closing a stake of 10,628 shares — an estimated $204K sold.

WMG Financial Advisors first reported a position in FSIG in Q2 2024 and held it in 6 quarters. The position peaked at $281K in Q3 2024. 160 funds tracked by Wall St. Rank hold FSIG as of Q4 2025.

WMG Financial Advisors reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 10,628 First Trust Limited Duration Investment Grade Corporate ETF shares in Q4 2025, an estimated $204K.
WMG Financial Advisors first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2024 and held it in 6 quarters.
WMG Financial Advisors's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $281K in Q3 2024.
160 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.