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

First Trust Limited Duration Investment Grade Corporate ETF logo
$18.85 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$147.86M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC2,140$41K0.0%N/A0.003%
5/19/2026 NewEdge Advisors LLC92,228$1.75M0.0%-76.1%0.116%
5/19/2026 Arkadios Wealth Advisors18,969$359K0.0%+25.4%0.024%
5/18/2026 Royal Bank of Canada2,043,299$38.70M0.0%+2.7%2.569%
5/15/2026 Gateway Wealth Partners LLC56,847$1.08M0.0%+150.2%0.071%
5/15/2026 Everest Financial Group LLC48,500$919K0.2%N/A0.061%
5/13/2026 Cetera Investment Advisers869,667$16.47M0.0%+2.9%1.093%
5/13/2026 First Trust Advisors LP3,272,845$61.99M0.0%+14.0%4.114%
5/7/2026 Balefire LLC83,301$1.58M0.3%+4.9%0.105%
5/7/2026 Parallel Advisors LLC17,586$333K0.0%N/A0.022%
5/6/2026 Assetmark Inc.604,643$11.45M0.0%+9.5%0.760%
5/5/2026 D.A. Davidson & CO.124,759$2.36M0.0%+7.1%0.157%
5/5/2026 Sanctuary Advisors LLC25,961$492K0.0%+3.1%0.033%
5/5/2026 Sigma Planning Corp59,395$1.13M0.0%+3.1%0.075%
5/4/2026 Archer Investment Corp126,970$2.41M0.5%+2.3%0.160%
5/4/2026 Center for Financial Planning Inc.131,770$2.50M0.3%-15.0%0.166%
5/1/2026 Fifth Third Bancorp23,738$450K0.0%N/A0.030%
4/30/2026 Kestra Advisory Services LLC101,266$1.92M0.0%-23.9%0.128%
4/28/2026 Stephens Inc. AR354,923$6.72M0.1%-53.7%0.449%
4/28/2026 Koshinski Asset Management Inc.11,985$227K0.0%-10.5%0.015%
4/27/2026 World Investment Advisors18,089$343K0.0%+3.2%0.023%
4/27/2026 Private Advisor Group LLC48,245$914K0.0%-1.7%0.061%
4/27/2026 Platform Technology Partners99,598$1.89M0.4%-8.1%0.126%
4/27/2026 Sound Income Strategies LLC9,392$178K0.0%-6.8%0.012%
4/23/2026 Continuum Advisory LLC56,791$1.08M0.1%+14.2%0.072%
4/22/2026 Janney Montgomery Scott LLC179,760$3.41M0.0%+6.7%0.228%
4/22/2026 Merkkuri Wealth Advisors LLC9,339$177K0.1%N/A0.012%
4/21/2026 Sequent Planning LLC51,285$971K0.2%+3.7%0.065%
4/20/2026 Kestra Private Wealth Services LLC71,636$1.36M0.0%-6.2%0.091%
4/20/2026 RFG Advisory LLC136,561$2.59M0.0%+28.2%0.173%
4/17/2026 WealthBridge Capital Management LLC88,624$1.68M0.4%+19.4%0.112%
4/16/2026 Triad Wealth Partners LLC21,453$406K0.0%N/A0.027%
3/13/2026 World Investment Advisors17,522$336K0.0%N/A0.023%
3/4/2026 Rehmann Capital Advisory Group125,344$2.41M0.1%-13.8%0.165%
3/4/2026 Stenger Family Office LLC112,116$2.15M0.4%-6.7%0.148%
2/19/2026 Axxcess Wealth Management LLC34,644$665K0.0%N/A0.046%
2/18/2026 NewEdge Advisors LLC385,612$7.40M0.0%-2.3%0.507%
2/18/2026 Crusonia Wealth Advisors LLC55,471$1.06M0.2%N/A0.073%
2/18/2026 Pacific Excel Wealth Advisors Inc.55,335$1.06M2.0%N/A0.073%
2/18/2026 Maia Wealth LLC30,336$583K0.1%-17.7%0.040%
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2/17/2026 Cetera Investment Advisers845,272$16.22M0.0%+3.1%1.112%
2/17/2026 Hilltop Holdings Inc.52,905$1.02M0.1%-6.8%0.070%
2/17/2026 Kovack Advisors Inc.12,833$246K0.0%N/A0.017%
2/17/2026 Osaic Holdings Inc.928,113$17.81M0.0%-27.3%1.221%
2/17/2026 &PARTNERS241,017$4.63M0.0%+2.9%0.317%
2/17/2026 Royal Bank of Canada1,988,948$38.17M0.0%+3.3%2.617%
2/16/2026 MML Investors Services LLC104,451$2.00M0.0%+19.1%0.137%
2/16/2026 Arax Advisory Partners14,162$272K0.0%N/A0.019%
2/13/2026 Kestra Advisory Services LLC133,108$2.55M0.0%-1.2%0.175%
2/13/2026 Stifel Financial Corp843,748$16.19M0.0%+10.0%1.110%
2/13/2026 Smartleaf Asset Management LLC8,742$168K0.0%+2,775.7%0.012%
2/13/2026 Morgan Stanley11,476,255$220.23M0.0%+4.2%15.100%
2/13/2026 First Trust Advisors LP2,871,862$55.11M0.0%+10.5%3.779%
2/13/2026 Wells Fargo & Company MN3,426,972$65.76M0.0%+2.1%4.509%
2/13/2026 Asset Allocation Strategies LLC10,263$197K0.0%N/A0.014%
2/13/2026 Summit Financial LLC46,207$887K0.0%-15.2%0.061%
2/12/2026 Jane Street Group LLC35,935$690K0.0%-17.0%0.047%
2/12/2026 HRT Financial LP34,244$657K0.0%N/A0.045%
2/12/2026 Orion Porfolio Solutions LLC101,025$1.94M0.0%-0.9%0.133%
2/12/2026 Triumph Capital Management4,087$78K0.0%-14.1%0.005%
2/12/2026 Commonwealth Equity Services LLC134,227$2.58M0.0%-7.8%0.177%
2/12/2026 Leigh Baldwin & CO. LLC13,768$264K0.2%-67.9%0.018%
2/12/2026 Kovack Advisors Inc.12,834$246K0.0%N/A0.017%
2/11/2026 Gateway Wealth Partners LLC22,720$436K0.0%-2.6%0.030%
2/11/2026 Janney Montgomery Scott LLC168,500$3.23M0.0%+11.8%0.222%
2/11/2026 Capital Analysts LLC9,010$173K0.0%-29.1%0.012%
2/11/2026 Insight Advisors LLC PA85,348$1.64M0.2%-19.0%0.112%
2/11/2026 LPL Financial LLC7,681,212$147.40M0.0%+8.8%10.107%
2/11/2026 J.W. Cole Advisors Inc.70,262$1.35M0.0%+24.9%0.092%
2/11/2026 Continuum Advisory LLC49,746$955K0.1%+6.5%0.065%
2/10/2026 Goldman Sachs Group Inc.42,780$821K0.0%N/A0.056%
2/10/2026 Twin Peaks Wealth Advisors LLC25,166$483K0.1%-3.3%0.033%
2/10/2026 Acorn Wealth Advisors LLC15,299$294K0.1%+5.7%0.020%
2/10/2026 Northwestern Mutual Wealth Management Co.7,806$150K0.0%+5,283.4%0.010%
2/10/2026 Godfrey Financial Associates Inc.1,884$36K0.0%N/A0.002%
2/10/2026 IFG Advisory LLC242,073$4.65M0.2%+5.9%0.319%
2/9/2026 Kingsview Wealth Management LLC55,470$1.06M0.0%-14.7%0.073%
2/9/2026 Harbour Investments Inc.16,863$324K0.0%-68.0%0.022%
2/9/2026 Prospera Financial Services Inc60,187$1.16M0.0%+10.0%0.079%
2/6/2026 Axxcess Wealth Management LLC35,712$685K0.0%N/A0.047%
2/6/2026 Csenge Advisory Group2,078,177$39.88M1.8%+4.0%2.734%
2/6/2026 HighTower Advisors LLC81,276$1.56M0.0%+2.0%0.107%
2/6/2026 Envestnet Portfolio Solutions Inc.330,150$6.34M0.0%-0.2%0.434%
2/5/2026 Sequent Planning LLC49,477$949K0.2%-1.2%0.065%
2/5/2026 Park Square Financial Group LLC40,375$762K4.1%-26.2%0.053%
2/5/2026 Center for Financial Planning Inc.154,976$2.97M0.3%-5.5%0.204%
2/5/2026 Stephens Inc. AR767,295$14.72M0.2%+2.6%1.010%
2/5/2026 Northwestern Mutual Wealth Management Co.356,568$6.84M0.0%+245,809.0%0.469%
2/5/2026 TrueWealth Financial Partners45,317$870K0.7%N/A0.060%
2/4/2026 World Investment Advisors17,522$336K0.0%N/A0.023%
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2/3/2026 Koshinski Asset Management Inc.13,395$257K0.0%-13.3%0.018%
2/3/2026 FSB Premier Wealth Management Inc.128,536$2.47M0.8%+1.6%0.170%
2/3/2026 MGO One Seven LLC259,971$4.99M0.1%N/A0.344%
2/3/2026 RFG Advisory LLC106,502$2.04M0.0%+64.7%0.141%
2/2/2026 Truist Financial Corp975,904$18.73M0.0%+6.2%1.290%
2/2/2026 Benjamin Edwards Inc.263,051$5.05M0.1%+33.2%0.348%
2/2/2026 Mutual Advisors LLC223,134$4.28M0.1%-2.3%0.295%
2/2/2026 Oppenheimer & Co. Inc.68,081$1.31M0.0%+9.8%0.090%
1/30/2026 Sigma Planning Corp57,606$1.11M0.0%-19.3%0.076%
1/30/2026 Archer Investment Corp124,069$2.38M0.5%+1.3%0.164%


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 7,722,178 shares in the last 24 months. This purchase volume represents approximately $147.86M 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.



This page (NYSEARCA:FSIG) was last updated on 5/26/2026 by MarketBeat.com Staff.
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