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

First Trust Limited Duration Investment Grade Corporate ETF logo
$18.51 -0.11 (-0.59%)
Closing price 04:10 PM Eastern
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$18.50 -0.01 (-0.03%)
As of 04:15 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)
99
Total
Institutional Inflows
(last 12 months)
$126.09M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$52.10M
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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
9/9/2026 Integrated Wealth Concepts LLC209,657$3.95M0.0%+7.4%0.260%
9/9/2026 RFG Advisory LLC176,300$3.32M0.1%+29.1%0.218%
9/9/2026 NewEdge Advisors LLC375,737$7.09M0.0%-4.7%0.465%
9/2/2026 Citadel Advisors LLC562,561$10.61M0.0%N/A0.697%
8/23/2026 Guardian Wealth Advisors LLC NC40,060$755K0.0%+139.2%0.050%
8/23/2026 Kintra Wealth LLC344,453$6.49M0.3%N/A0.427%
8/22/2026 Compass Financial Management LLC3,301$62K0.0%N/A0.004%
8/22/2026 NI Acquisitions Company LLC6,025$114K0.0%N/A0.007%
8/22/2026 BAM Wealth Management LLC24,159$456K0.3%+45.0%0.030%
8/22/2026 Concurrent Investment Advisors LLC92,380$1.74M0.0%-1.6%0.114%
8/21/2026 Triumph Capital Management22,361$422K0.1%+108.9%0.028%
8/20/2026 Rehmann Capital Advisory Group77,240$1.46M0.1%-9.5%0.096%
8/12/2026 Compass Financial Management LLC3,301$62K0.0%N/A0.004%
7/7/2026 Balefire LLC68,302$1.29M0.2%-18.0%0.083%
7/7/2026 Dynamic Advisor Solutions LLC14,341$270K0.0%N/A0.017%
7/7/2026 Avior Wealth Management LLC110,548$2.08M0.1%-27.7%0.134%
6/8/2026 Pine Valley Investments Ltd Liability Co23,690$449K0.0%+40.8%0.030%
6/3/2026 Parallel Advisors LLC17,586$333K0.0%N/A0.022%
6/3/2026 NewEdge Advisors LLC394,212$7.47M0.0%+2.2%0.496%
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%
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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%
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%
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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%


FSIG Institutional Ownership - Frequently Asked Questions

During the previous two years, 189 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 159 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), Ameriprise Financial Inc. ($1.60M), LPL Financial LLC ($1.28M), First Trust Advisors LP ($1.19M), Vestmark Advisory Solutions Inc. ($589.94K), and Citadel Advisors LLC ($562.56K).

Institutional investors have bought a total of 6,597,528 shares in the last 24 months. This purchase volume represents approximately $126.09M in transactions.

Of the 60 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 ($444.26K), Vestmark Advisory Solutions Inc. ($431.20K), Stephens Inc. AR ($412.37K), Osaic Holdings Inc. ($348.28K), NewEdge Advisors LLC ($321K), EWG Elevate Inc. ($65.88K), and Raymond James Financial Inc. ($63.55K).

Institutional investors have sold a total of 2,725,217 shares in the last 24 months. This volume of shares sold represents approximately $52.10M in transactions.



Institutional ownership data for NYSEARCA:FSIG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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