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

First Trust Limited Duration Investment Grade Corporate ETF logo
$18.88 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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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)
109
Total
Institutional Inflows
(last 12 months)
$147.12M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$66.50M
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Skip Chart & View Institutional Buying and Selling Data

FSIG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/8/2026Pine Valley Investments Ltd Liability Co23,690$449K0.0%+40.8%0.030%
6/3/2026Parallel Advisors LLC17,586$333K0.0%N/A0.022%
6/3/2026NewEdge Advisors LLC394,212$7.47M0.0%+2.2%0.496%
5/19/2026Western Wealth Management LLC2,140$41K0.0%N/A0.003%
5/19/2026NewEdge Advisors LLC92,228$1.75M0.0%-76.1%0.116%
5/19/2026Arkadios Wealth Advisors18,969$359K0.0%+25.4%0.024%
5/18/2026Royal Bank of Canada2,043,299$38.70M0.0%+2.7%2.569%
5/15/2026Gateway Wealth Partners LLC56,847$1.08M0.0%+150.2%0.071%
5/15/2026Everest Financial Group LLC48,500$919K0.2%N/A0.061%
5/13/2026Cetera Investment Advisers869,667$16.47M0.0%+2.9%1.093%
5/13/2026First Trust Advisors LP3,272,845$61.99M0.0%+14.0%4.114%
5/7/2026Balefire LLC83,301$1.58M0.3%+4.9%0.105%
5/7/2026Parallel Advisors LLC17,586$333K0.0%N/A0.022%
5/6/2026Assetmark Inc.604,643$11.45M0.0%+9.5%0.760%
5/5/2026D.A. Davidson & CO.124,759$2.36M0.0%+7.1%0.157%
5/5/2026Sanctuary Advisors LLC25,961$492K0.0%+3.1%0.033%
5/5/2026Sigma Planning Corp59,395$1.13M0.0%+3.1%0.075%
5/4/2026Archer Investment Corp126,970$2.41M0.5%+2.3%0.160%
5/4/2026Center for Financial Planning Inc.131,770$2.50M0.3%-15.0%0.166%
5/1/2026Fifth Third Bancorp23,738$450K0.0%N/A0.030%
4/30/2026Kestra Advisory Services LLC101,266$1.92M0.0%-23.9%0.128%
4/28/2026Stephens Inc. AR354,923$6.72M0.1%-53.7%0.449%
4/28/2026Koshinski Asset Management Inc.11,985$227K0.0%-10.5%0.015%
4/27/2026World Investment Advisors18,089$343K0.0%+3.2%0.023%
4/27/2026Private Advisor Group LLC48,245$914K0.0%-1.7%0.061%
4/27/2026Platform Technology Partners99,598$1.89M0.4%-8.1%0.126%
4/27/2026Sound Income Strategies LLC9,392$178K0.0%-6.8%0.012%
4/23/2026Continuum Advisory LLC56,791$1.08M0.1%+14.2%0.072%
4/22/2026Janney Montgomery Scott LLC179,760$3.41M0.0%+6.7%0.228%
4/22/2026Merkkuri Wealth Advisors LLC9,339$177K0.1%N/A0.012%
4/21/2026Sequent Planning LLC51,285$971K0.2%+3.7%0.065%
4/20/2026Kestra Private Wealth Services LLC71,636$1.36M0.0%-6.2%0.091%
4/20/2026RFG Advisory LLC136,561$2.59M0.0%+28.2%0.173%
4/17/2026WealthBridge Capital Management LLC88,624$1.68M0.4%+19.4%0.112%
4/16/2026Triad Wealth Partners LLC21,453$406K0.0%N/A0.027%
3/13/2026World Investment Advisors17,522$336K0.0%N/A0.023%
3/4/2026Rehmann Capital Advisory Group125,344$2.41M0.1%-13.8%0.165%
3/4/2026Stenger Family Office LLC112,116$2.15M0.4%-6.7%0.148%
2/19/2026Axxcess Wealth Management LLC34,644$665K0.0%N/A0.046%
2/18/2026NewEdge Advisors LLC385,612$7.40M0.0%-2.3%0.507%
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2/18/2026Crusonia Wealth Advisors LLC55,471$1.06M0.2%N/A0.073%
2/18/2026Pacific Excel Wealth Advisors Inc.55,335$1.06M2.0%N/A0.073%
2/18/2026Maia Wealth LLC30,336$583K0.1%-17.7%0.040%
2/17/2026Cetera Investment Advisers845,272$16.22M0.0%+3.1%1.112%
2/17/2026Hilltop Holdings Inc.52,905$1.02M0.1%-6.8%0.070%
2/17/2026Kovack Advisors Inc.12,833$246K0.0%N/A0.017%
2/17/2026Osaic Holdings Inc.928,113$17.81M0.0%-27.3%1.221%
2/17/2026&PARTNERS241,017$4.63M0.0%+2.9%0.317%
2/17/2026Royal Bank of Canada1,988,948$38.17M0.0%+3.3%2.617%
2/16/2026MML Investors Services LLC104,451$2.00M0.0%+19.1%0.137%
2/16/2026Arax Advisory Partners14,162$272K0.0%N/A0.019%
2/13/2026Kestra Advisory Services LLC133,108$2.55M0.0%-1.2%0.175%
2/13/2026Stifel Financial Corp843,748$16.19M0.0%+10.0%1.110%
2/13/2026Smartleaf Asset Management LLC8,742$168K0.0%+2,775.7%0.012%
2/13/2026Morgan Stanley11,476,255$220.23M0.0%+4.2%15.100%
2/13/2026First Trust Advisors LP2,871,862$55.11M0.0%+10.5%3.779%
2/13/2026Wells Fargo & Company MN3,426,972$65.76M0.0%+2.1%4.509%
2/13/2026Asset Allocation Strategies LLC10,263$197K0.0%N/A0.014%
2/13/2026Summit Financial LLC46,207$887K0.0%-15.2%0.061%
2/12/2026Jane Street Group LLC35,935$690K0.0%-17.0%0.047%
2/12/2026HRT Financial LP34,244$657K0.0%N/A0.045%
2/12/2026Orion Porfolio Solutions LLC101,025$1.94M0.0%-0.9%0.133%
2/12/2026Triumph Capital Management4,087$78K0.0%-14.1%0.005%
2/12/2026Commonwealth Equity Services LLC134,227$2.58M0.0%-7.8%0.177%
2/12/2026Leigh Baldwin & CO. LLC13,768$264K0.2%-67.9%0.018%
2/12/2026Kovack Advisors Inc.12,834$246K0.0%N/A0.017%
2/11/2026Gateway Wealth Partners LLC22,720$436K0.0%-2.6%0.030%
2/11/2026Janney Montgomery Scott LLC168,500$3.23M0.0%+11.8%0.222%
2/11/2026Capital Analysts LLC9,010$173K0.0%-29.1%0.012%
2/11/2026Insight Advisors LLC PA85,348$1.64M0.2%-19.0%0.112%
2/11/2026LPL Financial LLC7,681,212$147.40M0.0%+8.8%10.107%
2/11/2026J.W. Cole Advisors Inc.70,262$1.35M0.0%+24.9%0.092%
2/11/2026Continuum Advisory LLC49,746$955K0.1%+6.5%0.065%
2/10/2026Goldman Sachs Group Inc.42,780$821K0.0%N/A0.056%
2/10/2026Twin Peaks Wealth Advisors LLC25,166$483K0.1%-3.3%0.033%
2/10/2026Acorn Wealth Advisors LLC15,299$294K0.1%+5.7%0.020%
2/10/2026Northwestern Mutual Wealth Management Co.7,806$150K0.0%+5,283.4%0.010%
2/10/2026Godfrey Financial Associates Inc.1,884$36K0.0%N/A0.002%
2/10/2026IFG Advisory LLC242,073$4.65M0.2%+5.9%0.319%
2/9/2026Kingsview Wealth Management LLC55,470$1.06M0.0%-14.7%0.073%
2/9/2026Harbour Investments Inc.16,863$324K0.0%-68.0%0.022%
2/9/2026Prospera Financial Services Inc60,187$1.16M0.0%+10.0%0.079%
2/6/2026Axxcess Wealth Management LLC35,712$685K0.0%N/A0.047%
2/6/2026Csenge Advisory Group2,078,177$39.88M1.8%+4.0%2.734%
2/6/2026HighTower Advisors LLC81,276$1.56M0.0%+2.0%0.107%
2/6/2026Envestnet Portfolio Solutions Inc.330,150$6.34M0.0%-0.2%0.434%
2/5/2026Sequent Planning LLC49,477$949K0.2%-1.2%0.065%
2/5/2026Park Square Financial Group LLC40,375$762K4.1%-26.2%0.053%
2/5/2026Center for Financial Planning Inc.154,976$2.97M0.3%-5.5%0.204%
2/5/2026Stephens Inc. AR767,295$14.72M0.2%+2.6%1.010%
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2/5/2026Northwestern Mutual Wealth Management Co.356,568$6.84M0.0%+245,809.0%0.469%
2/5/2026TrueWealth Financial Partners45,317$870K0.7%N/A0.060%
2/4/2026World Investment Advisors17,522$336K0.0%N/A0.023%
2/3/2026Koshinski Asset Management Inc.13,395$257K0.0%-13.3%0.018%
2/3/2026FSB Premier Wealth Management Inc.128,536$2.47M0.8%+1.6%0.170%
2/3/2026MGO One Seven LLC259,971$4.99M0.1%N/A0.344%
2/3/2026RFG Advisory LLC106,502$2.04M0.0%+64.7%0.141%
2/2/2026Truist Financial Corp975,904$18.73M0.0%+6.2%1.290%
2/2/2026Benjamin Edwards Inc.263,051$5.05M0.1%+33.2%0.348%
2/2/2026Mutual Advisors LLC223,134$4.28M0.1%-2.3%0.295%


FSIG Institutional Ownership - Frequently Asked Questions

During the previous two years, 192 institutional investors and hedge funds held shares of First Trust Limited Duration Investment Grade Corporate ETF. The most heavily invested institutionals were Morgan Stanley ($220.23M), LPL Financial LLC ($147.40M), International Assets Investment Management LLC ($107.21M), Wells Fargo & Company MN ($65.76M), First Trust Advisors LP ($61.99M), Ameriprise Financial Inc. ($46.02M), and Csenge Advisory Group ($39.88M).Learn more on First Trust Limited Duration Investment Grade Corporate ETF's institutional investors.

Of the 160 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 ($5.58M), Raymond James Financial Inc. ($1.90M), LPL Financial LLC ($1.72M), Ameriprise Financial Inc. ($1.60M), First Trust Advisors LP ($1.19M), Vestmark Advisory Solutions Inc. ($589.94K), and Envestnet Asset Management Inc. ($549.23K).

Institutional investors have bought a total of 7,683,095 shares in the last 24 months. This purchase volume represents approximately $147.12M in transactions.

Of the 70 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: WJ Wealth Management LLC ($490.21K), Stephens Inc. AR ($453.49K), Vestmark Advisory Solutions Inc. ($431.20K), NewEdge Advisors LLC ($377.15K), Osaic Holdings Inc. ($348.28K), Jane Street Group LLC ($130.48K), and IFG Advisory LLC ($107.90K).

Institutional investors have sold a total of 3,477,356 shares in the last 24 months. This volume of shares sold represents approximately $66.50M in transactions.


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This page (NYSEARCA:FSIG) was last updated on 7/5/2026 by MarketBeat.com Staff.
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