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First Trust Limited Duration Investment Grade Corporate ETF (FSIG) Institutional Ownership

First Trust Limited Duration Investment Grade Corporate ETF logo
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Institutional Ownership Changes (13F Filings) for First Trust Limited Duration Investment Grade Corporate ETF (NYSEARCA:FSIG)

Number of
Institutional Buyers
(last 12 months)
116
Total
Institutional Inflows
(last 12 months)
$335.53M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$65.50M
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FSIG Institutional Buying and Selling by Quarter

First Trust Limited Duration Investment Grade Corporate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 Geneos Wealth Management Inc.2,871$55K0.0%+68.7%0.004%
8/15/2025 FSB Premier Wealth Management Inc.120,089$2.30M0.8%+16.5%0.176%
8/15/2025 Visionary Wealth Advisors72,097$1.38M0.1%-45.1%0.106%
8/15/2025 Orion Porfolio Solutions LLC95,622$1.83M0.0%-7.4%0.140%
8/15/2025 MML Investors Services LLC75,145$1.44M0.0%-11.4%0.110%
8/15/2025 IHT Wealth Management LLC10,084$193K0.0%-34.5%0.015%
8/15/2025 Benjamin Edwards Inc.172,489$3.30M0.0%+23.1%0.253%
8/15/2025 Ameriprise Financial Inc.2,223,405$42.50M0.0%+5.1%3.265%
8/14/2025 Jane Street Group LLC158,757$3.04M0.0%-43.7%0.233%
8/14/2025 Raymond James Financial Inc.1,025,541$19.61M0.0%+13.7%1.506%
8/14/2025 Darwin Wealth Management LLC35,474$678K0.2%N/A0.052%
8/14/2025 NewEdge Advisors LLC440,360$8.42M0.0%-14.5%0.647%
8/14/2025 Acorn Wealth Advisors LLC10,480$200K0.1%N/A0.015%
8/13/2025 Stenger Family Office LLC113,744$2.17M0.5%N/A0.167%
8/13/2025 StoneX Group Inc.20,789$397K0.0%+5.4%0.031%
8/13/2025 Flow Traders U.S. LLC54,280$1.04M0.0%-40.1%0.080%
8/13/2025 Gateway Wealth Partners LLC24,856$475K0.1%-15.9%0.036%
8/13/2025 First Trust Advisors LP2,549,886$48.75M0.0%+12.2%3.744%
8/13/2025 Maia Wealth LLC37,167$711K0.1%-11.1%0.055%
8/12/2025 J.W. Cole Advisors Inc.45,178$864K0.0%+5.0%0.066%
8/12/2025 TCP Asset Management LLC239,261$4.58M0.9%+2.1%0.351%
8/12/2025 Archer Investment Corp119,210$2.28M0.5%+1.8%0.175%
8/12/2025 JPMorgan Chase & Co.28,460$544K0.0%+1,140.1%0.042%
8/8/2025 Kingsview Wealth Management LLC59,330$1.13M0.0%+7.9%0.088%
8/8/2025 Cetera Investment Advisers674,383$12.89M0.0%-0.9%0.998%
8/7/2025 PFG Advisors16,149$309K0.0%-23.4%0.024%
8/6/2025 Prospera Financial Services Inc47,402$906K0.0%+6.8%0.070%
8/6/2025 AE Wealth Management LLC35,780$684K0.0%-17.1%0.053%
8/6/2025 Vestmark Advisory Solutions Inc.930,458$17.79M0.3%+100.3%1.377%
8/6/2025 Csenge Advisory Group1,818,613$34.54M1.8%-0.1%2.692%
8/5/2025 Key Financial Inc1,496$29K0.0%N/A0.002%
8/5/2025 Sigma Planning Corp75,075$1.44M0.0%-47.9%0.111%
8/4/2025 Center for Financial Planning Inc.151,850$2.90M0.3%+12.5%0.225%
8/4/2025 Creative Financial Designs Inc. ADV19,821$379K0.0%-12.4%0.029%
8/4/2025 Tradewinds LLC.18,046$345K0.3%N/A0.027%
8/4/2025 IFG Advisory LLC74,279$1.42M0.1%-59.2%0.110%
8/4/2025 Atria Investments Inc53,668$1.03M0.0%+28.6%0.079%
8/4/2025 Assetmark Inc.500,517$9.57M0.0%+5.8%0.741%
8/4/2025 Spire Wealth Management25,972$497K0.0%-40.4%0.038%
8/4/2025 Arkadios Wealth Advisors13,668$261K0.0%+11.4%0.020%
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8/4/2025 World Investment Advisors13,523$259K0.0%-38.0%0.020%
8/4/2025 Daymark Wealth Partners LLC52,371$1.00M0.0%+3.7%0.078%
8/1/2025 Ashton Thomas Private Wealth LLC42,464$812K0.0%+9.2%0.063%
8/1/2025 Envestnet Asset Management Inc.1,636,675$31.29M0.0%+19.6%2.423%
7/30/2025 Insight Advisors LLC PA138,739$2.65M0.4%+2.2%0.205%
7/30/2025 Rehmann Capital Advisory Group135,768$2.60M0.2%-1.8%0.201%
7/30/2025 D.A. Davidson & CO.105,648$2.02M0.0%+23.0%0.156%
7/29/2025 Stephens Inc. AR738,771$14.13M0.2%-5.3%1.094%
7/29/2025 Koshinski Asset Management Inc.16,556$317K0.0%+12.5%0.025%
7/29/2025 Stratos Wealth Advisors LLC10,740$205K0.0%N/A0.016%
7/29/2025 Private Trust Co. NA17,090$327K0.0%-9.4%0.025%
7/28/2025 WJ Wealth Management LLC233,411$4.46M1.4%-16.4%0.346%
7/28/2025 Mutual Advisors LLC68,390$1.30M0.0%-41.3%0.101%
7/28/2025 Harbour Investments Inc.45,124$863K0.0%+12.1%0.067%
7/28/2025 RFG Advisory LLC47,859$915K0.0%+30.2%0.071%
7/25/2025 Envestnet Portfolio Solutions Inc.339,463$6.49M0.0%-16.2%0.503%
7/25/2025 CWM LLC1,903$36K0.0%+95.4%0.003%
7/25/2025 Concurrent Investment Advisors LLC128,114$2.45M0.0%+6.2%0.190%
7/24/2025 WMG Financial Advisors LLC13,064$250K0.1%-4.2%0.019%
7/24/2025 IFP Advisors Inc3,975$76K0.0%-72.5%0.006%
7/23/2025 Tcfg Wealth Management LLC23,168$443K0.2%-18.3%0.034%
7/22/2025 DAVENPORT & Co LLC139,709$2.67M0.0%-0.5%0.207%
7/21/2025 Ameriflex Group Inc.3,796$73K0.0%+38.4%0.006%
7/21/2025 Ameritas Advisory Services LLC7,579$145K0.0%N/A0.011%
7/18/2025 Truist Financial Corp874,139$16.71M0.0%+45.1%1.294%
7/17/2025 Janney Montgomery Scott LLC151,904$2.90M0.0%-26.6%0.225%
7/15/2025 EWG Elevate Inc.205,087$3.92M1.2%-0.4%0.304%
7/14/2025 U.S. Capital Wealth Advisors LLC103,294$1.98M0.1%+10.1%0.153%
7/10/2025 KMG Fiduciary Partners LLC415,564$7.95M0.6%+11.6%0.611%
7/9/2025 Balefire LLC57,858$1.11M0.2%N/A0.085%
6/27/2025 Goldman Sachs Group Inc.72,135$1.37M0.0%N/A0.106%
5/19/2025 Jane Street Group LLC281,857$5.34M0.0%+90.4%0.433%
5/16/2025 Coppell Advisory Solutions LLC24,881$473K0.0%-57.2%0.038%
5/16/2025 Ashton Thomas Private Wealth LLC38,892$737K0.0%+14.8%0.060%
5/16/2025 Goldman Sachs Group Inc.72,135$1.37M0.0%N/A0.111%
5/16/2025 Jones Financial Companies Lllp24,167$458K0.0%-73.9%0.037%
5/15/2025 Royal Bank of Canada1,933,444$36.62M0.0%+10.5%2.972%
5/15/2025 OLD Mission Capital LLC412,509$7.81M0.1%N/A0.634%
5/14/2025 Comerica Bank23,633$448K0.0%-14.8%0.036%
5/14/2025 Kestra Advisory Services LLC173,321$3.28M0.0%-23.1%0.266%
5/14/2025 Ameriprise Financial Inc.2,114,550$40.07M0.0%+107.3%3.251%
5/14/2025 Flow Traders U.S. LLC90,660$1.72M0.1%+517.9%0.139%
5/13/2025 Global View Capital Management LLC11,057$209K0.1%-17.8%0.017%
5/13/2025 Raymond James Financial Inc.902,025$17.08M0.0%+3.7%1.387%
5/13/2025 Leigh Baldwin & CO. LLC13,350$253K0.2%-7.5%0.021%
5/13/2025 Vestmark Advisory Solutions Inc.464,648$8.80M0.2%-0.7%0.714%
5/13/2025 HighTower Advisors LLC64,006$1.21M0.0%+14.2%0.098%
5/13/2025 Core Wealth Partners LLC20,286$384K0.2%-59.1%0.031%
5/12/2025 Maia Wealth LLC41,808$788K0.2%-3.5%0.064%
5/12/2025 Benjamin Edwards Inc.140,139$2.65M0.0%+9.4%0.215%
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5/9/2025 Atria Wealth Solutions Inc.165,644$3.14M0.0%-2.6%0.255%
5/8/2025 IFG Advisory LLC182,175$3.45M0.2%+103.2%0.280%
5/8/2025 Harbour Investments Inc.40,249$762K0.0%+25.7%0.062%
5/8/2025 FSB Premier Wealth Management Inc.103,069$1.95M0.8%+14.7%0.158%
5/8/2025 Arkadios Wealth Advisors12,268$232K0.0%-5.4%0.019%
5/7/2025 LPL Financial LLC6,538,696$123.84M0.0%-9.0%10.052%
5/6/2025 Assetmark Inc.473,279$8.96M0.0%-4.8%0.728%
5/6/2025 Cetera Investment Advisers680,286$12.89M0.0%-1.9%1.046%
5/6/2025 Avantax Advisory Services Inc.91,126$1.73M0.0%-1.7%0.140%
5/6/2025 AE Wealth Management LLC43,161$817K0.0%-55.7%0.066%
(Data available from 1/1/2016 forward)

FSIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSIG shares?

During the previous two years, 173 institutional investors and hedge funds held shares of First Trust Limited Duration Investment Grade Corporate ETF. The most heavily invested institutionals were LPL Financial LLC ($123.84M), International Assets Investment Management LLC ($107.21M), Wells Fargo & Company MN ($56.87M), First Trust Advisors LP ($48.75M), Ameriprise Financial Inc. ($42.50M), Royal Bank of Canada ($36.62M), and Csenge Advisory Group ($34.54M).Learn more on First Trust Limited Duration Investment Grade Corporate ETF's institutional investors.

Which institutional investors have been buying First Trust Limited Duration Investment Grade Corporate ETF's stock?

Of the 152 institutional investors that purchased First Trust Limited Duration Investment Grade Corporate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($5.87M), Raymond James Financial Inc. ($1.90M), Wells Fargo & Company MN ($1.56M), Ameriprise Financial Inc. ($1.42M), LPL Financial LLC ($1.42M), Jane Street Group LLC ($797.59K), and Kestra Advisory Services LLC ($627.24K).

How much institutional buying is happening at First Trust Limited Duration Investment Grade Corporate ETF?

Institutional investors have bought a total of 17,620,794 shares in the last 24 months. This purchase volume represents approximately $335.53M in transactions.

Which of First Trust Limited Duration Investment Grade Corporate ETF's major shareholders have been selling company stock?

Of the 75 institutional investors that sold First Trust Limited Duration Investment Grade Corporate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($642.84K), Stephens Inc. AR ($381.64K), Prospera Financial Services Inc ($357.60K), Rehmann Capital Advisory Group ($181.52K), Envestnet Asset Management Inc. ($153.16K), NewEdge Advisors LLC ($144.49K), and Jane Street Group LLC ($123.10K).

How much institutional selling is happening at First Trust Limited Duration Investment Grade Corporate ETF?

Institutional investors have sold a total of 3,445,302 shares in the last 24 months. This volume of shares sold represents approximately $65.50M in transactions.



This page (NYSEARCA:FSIG) was last updated on 8/19/2025 by MarketBeat.com Staff
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