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

First Trust Limited Duration Investment Grade Corporate ETF logo
$18.87 +0.01 (+0.05%)
As of 01/17/2025 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)
99
Total
Institutional Inflows
(last 12 months)
$270.30M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$26.93M
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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
1/17/2025Mutual Advisors LLC132,892$2.51M0.1%+9.6%0.229%
1/17/2025Janney Montgomery Scott LLC198,210$3.74M0.0%-1.7%0.342%
1/17/2025Daymark Wealth Partners LLC45,618$861K0.0%+83.7%0.079%
1/16/2025RiverTree Advisors LLC103,659$1.96M1.3%N/A0.179%
1/15/2025 TCP Asset Management LLC229,419$4.33M1.0%+4.3%0.396%
1/15/2025 Arkadios Wealth Advisors12,966$245K0.0%-20.9%0.022%
1/15/2025 TrueWealth Advisors LLC10,464$197K0.1%-6.4%0.018%
1/15/2025 KMG Fiduciary Partners LLC338,084$6.38M0.5%+11.9%0.583%
1/14/2025 Essex Savings Bank15,079$284K0.1%N/A0.026%
1/14/2025 Park Avenue Securities LLC107,951$2.04M0.0%+22.7%0.186%
1/13/2025 EWG Elevate Inc.194,916$3.68M1.1%+4.3%0.336%
12/26/2024JPMorgan Chase & Co.123,503$2.37M0.0%N/A0.213%
11/25/2024Sanctuary Advisors LLC25,130$474K0.0%+47.4%0.043%
11/18/2024Rehmann Capital Advisory Group231,535$4.45M0.3%+10.5%0.399%
11/15/2024Continuum Advisory LLC33,801$640K0.1%+140.6%0.058%
11/15/2024MML Investors Services LLC82,277$1.58M0.0%+96.0%0.142%
11/15/2024Orion Portfolio Solutions LLC101,177$1.94M0.0%+11.9%0.174%
11/15/2024Stifel Financial Corp446,828$8.58M0.0%+0.8%0.770%
11/15/2024HighTower Advisors LLC54,838$1.05M0.0%+13.0%0.095%
11/15/2024Hilltop Holdings Inc.40,093$770K0.0%N/A0.069%
11/15/2024Benjamin Edwards Inc.107,049$2.06M0.0%+25,946.0%0.185%
11/13/2024Acorn Wealth Advisors LLC12,052$231K0.1%N/A0.021%
11/13/2024Private Trust Co. NA31,626$607K0.1%+7.8%0.055%
11/13/2024Gentry Private Wealth LLC13,907$267K0.2%-68.6%0.024%
11/12/2024Kingsview Wealth Management LLC34,758$667K0.0%+9.5%0.060%
11/12/2024Flagstar Advisors Inc.12,467$239K0.1%N/A0.021%
11/9/2024LPL Financial LLC6,826,996$131.08M0.1%+4.7%11.771%
11/8/2024Darwin Wealth Management LLC44,771$860K0.2%+1.8%0.077%
11/8/2024Prospera Financial Services Inc111,835$2.15M0.1%-76.2%0.193%
11/6/2024Oppenheimer & Co. Inc.21,026$404K0.0%+31.3%0.036%
11/5/2024Ashton Thomas Private Wealth LLC31,218$599K0.0%+352.6%0.054%
11/5/2024Platform Technology Partners66,700$1.28M0.4%+46.7%0.115%
11/5/2024Harbour Investments Inc.28,877$554K0.0%+170.8%0.050%
11/5/2024Apollon Wealth Management LLC10,031$193K0.0%N/A0.017%
11/5/2024Nations Financial Group Inc. IA ADV43,815$841K0.1%+20.3%0.076%
11/4/2024Core Wealth Partners LLC45,802$879K0.5%+107.4%0.079%
11/4/2024Sigma Planning Corp127,419$2.45M0.1%+44.7%0.220%
11/1/2024Atria Investments Inc47,311$908K0.0%+30.0%0.082%
11/1/2024Assetmark Inc.449,768$8.64M0.0%+16.7%0.775%
10/31/2024TFB Advisors LLC26,148$502K0.1%+18.1%0.045%
10/31/2024Walkner Condon Financial Advisors LLC21,548$414K0.1%+70.4%0.037%
10/31/2024Concurrent Investment Advisors LLC111,950$2.15M0.1%-10.3%0.193%
10/30/2024Maia Wealth LLC41,653$791K0.2%-6.6%0.072%
10/29/2024Janney Montgomery Scott LLC201,559$3.87M0.0%-10.9%0.348%
10/28/2024Stephens Inc. AR1,120,409$21.51M0.3%+1.5%1.932%
10/25/2024Twin Peaks Wealth Advisors LLC20,713$398K0.2%N/A0.036%
10/25/2024Mutual Advisors LLC121,197$2.30M0.1%+121.9%0.209%
10/25/2024Gateway Wealth Partners LLC30,319$582K0.2%+18.2%0.052%
10/24/2024 TCP Asset Management LLC220,050$4.23M1.0%+2.4%0.379%
10/24/2024J.W. Cole Advisors Inc.33,460$642K0.0%+26.6%0.058%
10/24/2024 Arkadios Wealth Advisors16,387$315K0.0%+36.4%0.028%
10/22/2024 International Assets Investment Management LLC5,583,795$107.21M0.0%+1,642,192.6%9.627%
10/22/2024Private Advisor Group LLC53,612$1.03M0.0%-5.4%0.092%
10/18/2024Raymond James & Associates560,983$10.77M0.0%-3.6%0.967%
10/18/2024 KMG Fiduciary Partners LLC302,183$5.80M0.5%+504.7%0.521%
10/16/2024Naviter Wealth LLC298,073$5.72M0.8%+46.6%0.514%
10/11/2024Iams Wealth Management LLC119,341$2.29M1.1%+6.7%0.206%
10/10/2024Concourse Financial Group Securities Inc.7,557$146K0.0%-17.8%0.013%
10/9/2024TAP Consulting LLC390,092$7.49M1.5%+1.7%0.673%
10/9/2024 Pinnacle Bancorp Inc.3,206$62K0.0%+95.8%0.006%
10/8/2024Daymark Wealth Partners LLC24,837$477K0.0%N/A0.043%
10/7/2024 SignalPoint Asset Management LLC24,966$480K0.1%-36.4%0.043%
10/7/2024WealthBridge Capital Management LLC60,016$1.15M0.3%+50.5%0.103%
10/3/2024 Park Avenue Securities LLC88,003$1.69M0.0%-8.2%0.152%
9/5/2024Sanctuary Advisors LLC17,053$317K0.0%N/A0.029%
8/22/2024Cetera Investment Advisers760,275$14.25M0.0%+6.2%1.311%
8/21/2024Truist Financial Corp236,392$4.43M0.0%+6.9%0.408%
8/19/2024B. Riley Wealth Advisors Inc.13,200$247K0.0%-57.6%0.023%
8/16/2024Gateway Wealth Partners LLC25,650$481K0.1%+27.2%0.044%
8/16/2024NewEdge Advisors LLC522,534$9.79M0.1%+41.9%0.901%
8/13/2024AE Wealth Management LLC87,506$1.64M0.0%+13.7%0.151%
8/13/2024Benjamin F. Edwards & Company Inc.88,560$1.66M0.0%+9.9%0.153%
8/12/2024WCG Wealth Advisors LLC15,696$294K0.0%+5.0%0.027%
8/8/2024J.W. Cole Advisors Inc.26,423$495K0.0%+146.8%0.046%
8/8/2024Envestnet Asset Management Inc.1,417,997$26.57M0.0%+5.6%2.445%
8/8/2024Darwin Wealth Management LLC44,000$825K0.4%-10.0%0.076%
8/8/2024LPL Financial LLC6,521,348$122.21M0.1%+7.2%11.244%
8/7/2024Ashton Thomas Private Wealth LLC6,897$129K0.0%N/A0.012%
8/6/2024TAP Consulting LLC383,537$7.19M1.5%+5.6%0.661%
8/6/2024Gentry Private Wealth LLC44,359$831K0.7%N/A0.076%
8/5/2024Private Advisor Group LLC56,645$1.06M0.0%-61.2%0.098%
8/2/2024FSB Premier Wealth Management Inc.46,769$876K0.4%+67.4%0.081%
8/2/2024Naviter Wealth LLC203,269$3.81M0.6%+2.7%0.350%
7/31/2024Spire Wealth Management48,033$900K0.0%-32.6%0.083%
7/31/2024Commonwealth Equity Services LLC644,718$12.08M0.0%-5.7%1.112%
7/31/2024Concurrent Investment Advisors LLC124,749$2.34M0.1%-26.7%0.215%
7/30/2024Pine Valley Investments Ltd Liability Co13,122$246K0.0%+16.2%0.023%
7/30/2024TFB Advisors LLC22,136$415K0.1%+6.8%0.038%
7/30/2024WMG Financial Advisors LLC14,067$264K0.1%N/A0.024%
7/29/2024Nations Financial Group Inc. IA ADV36,427$683K0.1%-1.9%0.063%
7/29/2024 Arkadios Wealth Advisors12,014$225K0.0%N/A0.021%
7/26/2024Walkner Condon Financial Advisors LLC12,649$237K0.1%-5.0%0.022%
7/26/2024Harbour Investments Inc.10,663$200K0.0%-68.2%0.018%
7/26/2024Patriot Financial Group Insurance Agency LLC15,466$290K0.0%+5.2%0.027%
7/26/2024Cambridge Investment Research Advisors Inc.516,015$9.67M0.0%-16.1%0.890%
7/26/2024Bank of New York Mellon Corp86,581$1.62M0.0%-3.7%0.149%
7/25/2024Clear Creek Financial Management LLC12,377$232K0.0%-52.2%0.021%
7/24/2024 TrueWealth Advisors LLC11,304$212K0.1%-8.0%0.019%
7/24/2024Herold Advisors Inc.13,327$250K0.1%-3.9%0.023%
7/23/2024Concourse Financial Group Securities Inc.9,199$173K0.0%-5.7%0.016%
(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, 142 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 ($131.08M), International Assets Investment Management LLC ($107.21M), First Trust Advisors LP ($47.69M), Csenge Advisory Group ($31.64M), Wells Fargo & Company MN ($27.39M), Envestnet Asset Management Inc. ($26.57M), and Stephens Inc. AR ($21.51M).Learn more on FSIG's institutional investors.

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

Of the 134 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 ($6.68M), International Assets Investment Management LLC ($5.93M), First Trust Advisors LP ($3.15M), Private Advisor Group LLC ($1.87M), Stephens Inc. AR ($1.60M), Envestnet Asset Management Inc. ($1.48M), and Csenge Advisory Group ($1.47M).

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

Institutional investors have bought a total of 37,860,644 shares in the last 24 months. This purchase volume represents approximately $712.55M in transactions.

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

Of the 64 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 ($896.84K), Beacon Financial Group ($562.16K), Osaic Holdings Inc. ($522.09K), Prospera Financial Services Inc ($357.60K), Envestnet Asset Management Inc. ($338.72K), and First Trust Advisors LP ($225.06K).

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

Institutional investors have sold a total of 5,155,167 shares in the last 24 months. This volume of shares sold represents approximately $95.93M in transactions.



This page (NYSEARCA:FSIG) was last updated on 1/18/2025 by MarketBeat.com Staff
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