World Equity Group’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

World Equity Group’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
2024 Q1	–	Sell	-10,253	Closed	-$194K	–	329
2023 Q4	$194K	Sell	10,253 -6,774	-40%	-$126K	0.04%	319
2023 Q3	$313K	Sell	17,027 -9,079	-35%	-$168K	0.07%	258
2023 Q2	$486K	Buy	26,106 +13,514	+107%	+$254K	0.14%	187
2023 Q1	$195K	Buy	+12,592	New	+$236K	0.03%	465

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

World Equity Group's FSIG Position: Q1 2024 in Review

World Equity Group sold out of First Trust Limited Duration Investment Grade Corporate ETF (FSIG) in Q1 2024, closing a stake of 10,253 shares — an estimated $194K sold.

World Equity Group first reported a position in FSIG in Q1 2023 and held it in 4 quarters. The position peaked at $486K in Q2 2023. 139 funds tracked by Wall St. Rank hold FSIG as of Q1 2024.

World Equity Group reported no remaining First Trust Limited Duration Investment Grade Corporate ETF position as of Q1 2024 after selling out during the quarter.
World Equity Group sold 10,253 First Trust Limited Duration Investment Grade Corporate ETF shares in Q1 2024, an estimated $194K.
World Equity Group first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2023 and held it in 4 quarters.
World Equity Group's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $486K in Q2 2023.
139 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2024.

Based on World Equity Group's 13F filing for Q1 2024, filed 18 Jul 2024.