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

$18.61
+0.06 (+0.32%)
(As of 05/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$336.70M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$78.57M
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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
5/1/2024StoneX Group Inc.10,741$202K0.0%-71.4%0.019%
5/1/2024Janney Montgomery Scott LLC287,520$5.40M0.0%-1.2%0.496%
5/1/2024Concourse Financial Group Securities Inc.9,752$183K0.0%+13.1%0.017%
4/30/2024 J.W. Cole Advisors Inc.10,705$201K0.0%N/A0.018%
4/29/2024Commonwealth Equity Services LLC683,641$12.83M0.0%+4.1%1.180%
4/29/2024 Benjamin F. Edwards & Company Inc.80,598$1.51M0.0%+33.0%0.139%
4/25/2024 Capital Investment Advisory Services LLC2,575$48K0.0%+171.1%0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.614,877$11.54M0.0%+43.2%1.061%
4/24/2024 Simplicity Wealth LLC10,954$206K0.0%N/A0.019%
4/24/2024 Spire Wealth Management71,293$1.34M0.1%-3.7%0.123%
4/23/2024 Global Retirement Partners LLC8,025$151K0.0%-17.9%0.014%
4/23/2024 Nations Financial Group Inc. IA ADV37,134$697K0.1%-6.6%0.064%
4/23/2024 TrueWealth Advisors LLC12,285$231K0.1%+5.6%0.021%
4/23/2024 TAP Consulting LLC363,331$6.82M1.5%+0.8%0.627%
4/23/2024 Raymond James Financial Services Advisors Inc.376,989$7.08M0.0%+92.4%0.651%
4/22/2024 Raymond James & Associates271,781$5.10M0.0%+21.4%0.469%
4/19/2024 Core Wealth Partners LLC26,713$501K0.4%+49.8%0.069%
4/19/2024 PCG Wealth Advisors LLC36,851$692K0.3%-27.5%0.095%
4/19/2024 TCP Asset Management LLC207,500$3.90M1.0%+32.6%0.533%
4/18/2024 Naviter Wealth LLC197,885$3.71M0.6%N/A0.509%
4/18/2024 Iams Wealth Management LLC165,099$3.10M1.9%+4.0%0.424%
4/16/2024 Pinnacle Bancorp Inc.1,637$31K0.0%N/A0.004%
4/11/2024 RFG Advisory LLC59,745$1.12M0.0%-40.7%0.154%
4/10/2024 Park Avenue Securities LLC91,551$1.72M0.0%+4.5%0.235%
4/10/2024 EWG Elevate Inc.178,667$3.35M1.3%+5.6%0.459%
3/15/2024B. Riley Wealth Advisors Inc.19,652$373K0.0%-36.9%0.051%
2/23/2024Beacon Financial Group70,685$1.34M0.2%+180.9%0.182%
2/21/2024Raleigh Capital Management Inc.6,344$120K0.1%-15.8%0.016%
2/15/2024Guardian Wealth Advisors LLC NC54,750$1.04M0.2%+21.0%0.141%
2/14/2024Visionary Wealth Advisors239,052$4.53M0.3%-17.7%0.615%
2/13/2024Platform Technology Partners42,014$792K0.3%+170.2%0.108%
2/13/2024Stephens Inc. AR1,253,519$23.77M0.4%+2.7%3.222%
2/13/2024First Trust Advisors LP2,515,105$47.69M0.1%-8.2%6.466%
2/12/2024StoneX Group Inc.37,597$715K0.1%N/A0.097%
2/12/2024Stifel Financial Corp371,538$7.05M0.0%+3.0%0.955%
2/9/2024Orion Portfolio Solutions LLC50,013$945K0.0%+3.5%0.129%
2/9/2024 Cambridge Investment Research Advisors Inc.429,526$8.14M0.0%+20.0%1.104%
2/9/2024Assetmark Inc.222,150$4.21M0.0%+52.6%0.571%
2/9/2024Wells Fargo & Company MN1,444,423$27.39M0.0%+735.7%3.713%
2/9/2024Gladstone Institutional Advisory LLC16,379$311K0.0%N/A0.042%
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2/8/2024Independent Advisor Alliance114,347$2.17M0.1%+1.0%0.294%
2/8/2024Kingsview Wealth Management LLC13,918$264K0.0%+16.6%0.036%
2/8/2024Janney Montgomery Scott LLC290,888$5.52M0.0%N/A0.748%
2/8/2024 Core Wealth Partners LLC17,830$338K0.3%N/A0.046%
2/7/2024Avantax Advisory Services Inc.96,662$1.83M0.0%+2.5%0.248%
2/7/2024Envestnet Portfolio Solutions Inc.370,768$7.03M0.0%+3.1%0.953%
2/7/2024 NBC Securities Inc.3,944$74K0.0%+46.8%0.010%
2/7/2024 Iams Wealth Management LLC158,689$3.01M1.9%-6.3%0.408%
2/7/2024Concourse Financial Group Securities Inc.8,624$164K0.0%+20.0%0.022%
2/7/2024Darwin Wealth Management LLC52,713$999K0.3%-6.7%0.136%
2/6/2024 Private Advisor Group LLC145,442$2.76M0.0%+150.5%0.374%
2/6/2024 Spire Wealth Management74,040$1.40M0.0%-6.6%0.190%
2/6/2024U.S. Capital Wealth Advisors LLC41,326$784K0.0%N/A0.106%
2/6/2024 Benjamin F. Edwards & Company Inc.60,580$1.15M0.0%+13.7%0.156%
2/5/2024Kestra Private Wealth Services LLC202,437$3.84M0.1%+7.8%0.520%
2/2/2024Truist Financial Corp87,009$1.65M0.0%-8.6%0.224%
2/2/2024Herold Advisors Inc.11,413$216K0.1%+7.3%0.029%
2/2/2024 TAP Consulting LLC360,434$6.83M1.6%N/A0.927%
2/2/2024Atria Wealth Solutions Inc.133,664$2.53M0.0%+92.0%0.344%
2/1/2024Sigma Planning Corp84,108$1.60M0.1%-40.9%0.216%
1/31/2024Archer Investment Corp108,305$2.05M0.7%-3.3%0.278%
1/30/2024Prosperity Wealth Management Inc.13,725$260K0.2%N/A0.035%
1/30/2024Imprint Wealth LLC75,176$1.43M1.1%+9.6%0.193%
1/30/2024 PCG Wealth Advisors LLC50,825$964K0.5%-13.6%0.131%
1/29/2024 Braun Bostich & Associates Inc.50,221$952K0.9%N/A0.129%
1/25/2024 RFG Advisory LLC100,794$1.91M0.1%+1.5%0.259%
1/25/2024 International Assets Investment Management LLC145,031$2.75M0.0%N/A0.373%
1/24/2024 Stratos Wealth Partners LTD.27,205$516K0.0%-14.3%0.070%
1/24/2024 International Assets Investment Management LLC145,031$2.75M0.0%N/A0.373%
1/24/2024 Private Trust Co. NA33,531$636K0.1%-14.9%0.086%
1/24/2024 Walkner Condon Financial Advisors LLC27,786$527K0.1%-38.0%0.071%
1/23/2024Insight Advisors LLC PA134,200$2.54M0.5%+2.7%0.345%
1/23/2024DAVENPORT & Co LLC92,022$1.75M0.0%-13.6%0.237%
1/22/2024 Clarus Wealth Advisors33,360$632K0.4%N/A0.086%
1/19/2024 Wagner Wealth Management LLC3,599$68K0.0%-22.9%0.009%
1/19/2024 Patriot Financial Group Insurance Agency LLC11,041$209K0.0%N/A0.028%
1/18/2024TFB Advisors LLC12,605$239K0.1%N/A0.032%
1/18/2024 Global Retirement Partners LLC9,775$185K0.0%+109.7%0.025%
1/16/2024 Raymond James Financial Services Advisors Inc.195,989$3.72M0.0%+120.8%0.504%
1/16/2024 Security Financial Services INC.32,386$614K0.2%-8.9%0.083%
1/16/2024 Raymond James & Associates223,946$4.25M0.0%+22.8%0.576%
1/16/2024CoreCap Advisors LLC102,785$1.95M0.1%+53.5%0.264%
1/12/2024Kure Advisory LLC89,986$1.71M0.9%-1.4%0.231%
1/11/2024 TCP Asset Management LLC156,447$2.97M1.1%+2.3%0.402%
1/10/2024Creative Financial Designs Inc. ADV65,921$1.25M0.1%-16.8%0.169%
1/9/2024IFP Advisors Inc196,227$3.72M0.2%+96.1%0.504%
1/9/2024 EWG Elevate Inc.169,212$3.21M1.3%N/A0.435%
12/8/2023Raleigh Capital Management Inc.7,532$139K0.1%-8.7%0.019%
12/6/2023Raleigh Capital Management Inc.7,532$139K0.1%-8.7%0.019%
12/1/2023B. Riley Wealth Advisors Inc.31,165$573K0.0%+65.8%0.080%
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11/16/2023Harbour Investments Inc.35,300$649K0.0%-7.5%0.091%
11/14/2023Rehmann Capital Advisory Group114,934$2.11M0.2%+0.8%0.295%
11/13/2023Stifel Financial Corp360,858$6.64M0.0%-72.9%0.928%
11/13/2023Visionary Wealth Advisors290,442$5.34M0.4%-13.1%0.747%
11/13/2023LPL Financial LLC5,936,175$109.17M0.1%+5.8%15.260%
11/13/2023Envestnet Asset Management Inc.1,068,331$19.65M0.0%-24.1%2.746%
11/13/2023Envestnet Portfolio Solutions Inc.359,518$6.61M0.0%N/A0.924%
11/13/2023Kestra Advisory Services LLC565,729$10.40M0.1%+650.0%1.454%
11/8/2023Herold Advisors Inc.10,635$196K0.1%-11.2%0.027%
11/8/2023HighTower Advisors LLC89,860$1.65M0.0%+9.3%0.231%
(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, 116 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 ($109.17M), First Trust Advisors LP ($47.69M), Wells Fargo & Company MN ($27.39M), Stephens Inc. AR ($23.77M), Csenge Advisory Group ($22.53M), Envestnet Asset Management Inc. ($19.65M), and Advisor Group Holdings Inc. ($15.37M).Learn more on FSIG's institutional investors.

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

Of the 107 institutional investors that purchased First Trust Limited Duration Investment Grade Corporate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($5.94M), First Trust Advisors LP ($3.15M), Private Advisor Group LLC ($1.87M), Stephens Inc. AR ($1.58M), Envestnet Asset Management Inc. ($1.41M), Wells Fargo & Company MN ($1.27M), and Csenge Advisory Group ($1.23M).

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

Institutional investors have bought a total of 27,567,292 shares in the last 24 months. This purchase volume represents approximately $516.28M in transactions.

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

Of the 53 institutional investors that sold First Trust Limited Duration Investment Grade Corporate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stifel Financial Corp ($969.57K), Private Advisor Group LLC ($804.58K), Beacon Financial Group ($562.16K), Osaic Holdings Inc. ($522.09K), Envestnet Asset Management Inc. ($338.72K), First Trust Advisors LP ($225.06K), and Stephens Inc. AR ($105.42K).

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

Institutional investors have sold a total of 4,268,823 shares in the last 24 months. This volume of shares sold represents approximately $79.10M in transactions.


This page (NYSEARCA:FSIG) was last updated on 5/2/2024 by MarketBeat.com Staff

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