BOLTON SECURITIES CORPORATION’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

BOLTON SECURITIES CORPORATION’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	$36.8K	Hold	2,000	–	–	﹤0.01%	1433
2026 Q2	$37.7K	Hold	2,000	–	–	﹤0.01%	1432
2026 Q1	$37.9K	Hold	2,000	–	–	﹤0.01%	1298
2025 Q4	$38.4K	Hold	2,000	–	–	﹤0.01%	1266
2025 Q3	$38.4K	Hold	2,000	–	–	﹤0.01%	1203
2025 Q2	$38.2K	Hold	2,000	–	–	﹤0.01%	1163
2025 Q1	$37.9K	Buy	+2,000	New	+$37.8K	﹤0.01%	1116

Other funds holding FSIG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FSIG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) position steady in Q3 2026 at 2,000 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

BOLTON SECURITIES CORPORATION first reported a position in FSIG in Q1 2025 and has held it in 7 quarters since. The position peaked at $38.4K in Q3 2025. 140 funds tracked by Wall St. Rank hold FSIG as of Q3 2026.

BOLTON SECURITIES CORPORATION held 2,000 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $36.8K as of Q3 2026.
BOLTON SECURITIES CORPORATION left its First Trust Limited Duration Investment Grade Corporate ETF share count unchanged in Q3 2026.
First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1433 holding.
BOLTON SECURITIES CORPORATION first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q1 2025 and has held it in 7 quarters since.
BOLTON SECURITIES CORPORATION's First Trust Limited Duration Investment Grade Corporate ETF position peaked at $38.4K in Q3 2025.
140 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.