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

First Trust Limited Duration Investment Grade Corporate ETF logo
$18.94 +0.01 (+0.05%)
As of 05/5/2026 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)
106
Total
Institutional Inflows
(last 12 months)
$176.29M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$76.92M
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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
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%
5/5/2026 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%
3/4/2026Rehmann 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%
2/18/2026NewEdge Advisors LLC385,612$7.40M0.0%-2.3%0.507%
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%
2/16/2026 MML Investors Services LLC104,451$2.00M0.0%+19.1%0.137%
2/16/2026Arax Advisory Partners14,162$272K0.0%N/A0.019%
2/13/2026 Kestra Advisory Services LLC133,108$2.55M0.0%-1.2%0.175%
2/13/2026Stifel 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%
2/13/2026 Asset 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%
2/12/2026 Commonwealth 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%
2/11/2026 Janney 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%
2/11/2026 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%
2/10/2026Goldman Sachs Group Inc.42,780$821K0.0%N/A0.056%
2/10/2026Twin Peaks Wealth Advisors LLC25,166$483K0.1%-3.3%0.033%
2/10/2026 Acorn 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%
2/9/2026 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%
2/6/2026HighTower 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%
2/5/2026Park 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%
2/5/2026Northwestern 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%
2/4/2026 World Investment Advisors17,522$336K0.0%N/A0.023%
2/3/2026 Koshinski 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%
2/3/2026 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%
2/2/2026Benjamin 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%
1/29/2026Comerica Bank24,228$465K0.0%-10.1%0.032%
1/29/2026Ashton Thomas Private Wealth LLC41,987$806K0.0%-1.3%0.056%
1/29/2026D.A. Davidson & CO.116,507$2.24M0.0%+5.2%0.156%
1/29/2026 Kestra Private Wealth Services LLC76,356$1.47M0.0%-1.6%0.102%
1/29/2026Sanctuary Advisors LLC25,191$483K0.0%-8.8%0.034%
1/29/2026 Concurrent Investment Advisors LLC133,708$2.57M0.0%+9.1%0.179%
1/26/2026 Iams Wealth Management LLC53,207$1.02M0.4%-29.3%0.071%
1/26/2026 Private Trust Co. NA18,874$362K0.0%+10.4%0.025%
1/26/2026 Milestones Private Investment Advisors LLC12,539$241K0.2%+10.5%0.017%
1/23/2026Assetmark Inc.552,196$10.60M0.0%+2.5%0.739%
1/23/2026 U.S. Capital Wealth Advisors LLC110,720$2.13M0.1%+1.2%0.148%


FSIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSIG shares?

During the previous two years, 191 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 ($55.11M), 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.

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

Of the 162 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), Jane Street Group LLC ($797.59K), First Trust Advisors LP ($793.35K), and Vestmark Advisory Solutions Inc. ($589.94K).

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

Institutional investors have bought a total of 9,214,952 shares in the last 24 months. This purchase volume represents approximately $176.13M in transactions.

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

Of the 79 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), WJ Wealth Management LLC ($490.21K), Stephens Inc. AR ($453.49K), Vestmark Advisory Solutions Inc. ($434.52K), Osaic Holdings Inc. ($348.28K), Jane Street Group LLC ($130.48K), and IFG Advisory LLC ($107.90K).

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

Institutional investors have sold a total of 4,126,385 shares in the last 24 months. This volume of shares sold represents approximately $78.80M in transactions.


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This page (NYSEARCA:FSIG) was last updated on 5/6/2026 by MarketBeat.com Staff.
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