Free Trial

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

First Trust Limited Duration Investment Grade Corporate ETF logo
$18.94 +0.02 (+0.11%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$271.94M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$27.20M
Get FSIG Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Limited Duration Investment Grade Corporate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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
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%
11/15/2024 Stifel Financial Corp446,828$8.58M0.0%+0.8%0.770%
11/15/2024 HighTower Advisors LLC54,838$1.05M0.0%+13.0%0.095%
11/15/2024 Hilltop Holdings Inc.40,093$770K0.0%N/A0.069%
11/15/2024 Benjamin Edwards Inc.107,049$2.06M0.0%+25,946.0%0.185%
11/13/2024 Acorn Wealth Advisors LLC12,052$231K0.1%N/A0.021%
11/13/2024 Private Trust Co. NA31,626$607K0.1%+7.8%0.055%
11/13/2024 Gentry Private Wealth LLC13,907$267K0.2%-68.6%0.024%
11/12/2024 Kingsview Wealth Management LLC34,758$667K0.0%+9.5%0.060%
11/12/2024 Flagstar Advisors Inc.12,467$239K0.1%N/A0.021%
11/9/2024 LPL Financial LLC6,826,996$131.08M0.1%+4.7%11.771%
11/8/2024 Darwin Wealth Management LLC44,771$860K0.2%+1.8%0.077%
11/8/2024 Prospera Financial Services Inc111,835$2.15M0.1%-76.2%0.193%
11/6/2024 Oppenheimer & Co. Inc.21,026$404K0.0%+31.3%0.036%
11/5/2024 Ashton Thomas Private Wealth LLC31,218$599K0.0%+352.6%0.054%
11/5/2024 Platform Technology Partners66,700$1.28M0.4%+46.7%0.115%
11/5/2024 Harbour Investments Inc.28,877$554K0.0%+170.8%0.050%
11/5/2024 Apollon Wealth Management LLC10,031$193K0.0%N/A0.017%
11/5/2024 Nations Financial Group Inc. IA ADV43,815$841K0.1%+20.3%0.076%
11/4/2024 Core Wealth Partners LLC45,802$879K0.5%+107.4%0.079%
11/4/2024 Sigma Planning Corp127,419$2.45M0.1%+44.7%0.220%
11/1/2024 Atria Investments Inc47,311$908K0.0%+30.0%0.082%
11/1/2024 Assetmark Inc.449,768$8.64M0.0%+16.7%0.775%
10/31/2024 TFB Advisors LLC26,148$502K0.1%+18.1%0.045%
10/31/2024 Walkner Condon Financial Advisors LLC21,548$414K0.1%+70.4%0.037%
10/31/2024 Concurrent Investment Advisors LLC111,950$2.15M0.1%-10.3%0.193%
10/30/2024 Maia Wealth LLC41,653$791K0.2%-6.6%0.072%
10/29/2024 Janney Montgomery Scott LLC201,559$3.87M0.0%-10.9%0.348%
10/28/2024 Stephens Inc. AR1,120,409$21.51M0.3%+1.5%1.932%
10/25/2024 Twin Peaks Wealth Advisors LLC20,713$398K0.2%N/A0.036%
10/25/2024 Mutual Advisors LLC121,197$2.30M0.1%+121.9%0.209%
10/25/2024 Gateway 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%
10/24/2024 J.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%
10/22/2024 Private Advisor Group LLC53,612$1.03M0.0%-5.4%0.092%
10/18/2024Raymond James & Associates560,983$10.77M0.0%-3.6%0.967%
2024's Must-Watch Stocks! (Ad)

Welcome to a year of unparalleled opportunities! Dive into our exclusive guide, "9 Stocks Set to Soar," meticulously selected to elevate your portfolio in 2024. Step into 2024 with confidence and the right assets at your fingertips. Click below to opt-in and receive up to two additional free bonus subscriptions. Unsubscribe at any time.

10/18/2024KMG Fiduciary Partners LLC302,183$5.80M0.5%+504.7%0.521%
10/16/2024 Naviter Wealth LLC298,073$5.72M0.8%+46.6%0.514%
10/11/2024 Iams Wealth Management LLC119,341$2.29M1.1%+6.7%0.206%
10/10/2024 Concourse Financial Group Securities Inc.7,557$146K0.0%-17.8%0.013%
10/9/2024 TAP Consulting LLC390,092$7.49M1.5%+1.7%0.673%
10/9/2024 Pinnacle Bancorp Inc.3,206$62K0.0%+95.8%0.006%
10/8/2024 Daymark Wealth Partners LLC24,837$477K0.0%N/A0.043%
10/7/2024 SignalPoint Asset Management LLC24,966$480K0.1%-36.4%0.043%
10/7/2024 WealthBridge 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%
8/22/2024 Cetera Investment Advisers760,275$14.25M0.0%+6.2%1.311%
8/21/2024 Truist 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%
8/16/2024 Gateway Wealth Partners LLC25,650$481K0.1%+27.2%0.044%
8/16/2024 NewEdge Advisors LLC522,534$9.79M0.1%+41.9%0.901%
8/13/2024 AE 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%
8/12/2024 WCG Wealth Advisors LLC15,696$294K0.0%+5.0%0.027%
8/8/2024 J.W. Cole Advisors Inc.26,423$495K0.0%+146.8%0.046%
8/8/2024 Envestnet Asset Management Inc.1,417,997$26.57M0.0%+5.6%2.445%
8/8/2024 Darwin Wealth Management LLC44,000$825K0.4%-10.0%0.076%
8/8/2024 LPL Financial LLC6,521,348$122.21M0.1%+7.2%11.244%
8/7/2024 Ashton Thomas Private Wealth LLC6,897$129K0.0%N/A0.012%
8/6/2024 TAP Consulting LLC383,537$7.19M1.5%+5.6%0.661%
8/6/2024 Gentry Private Wealth LLC44,359$831K0.7%N/A0.076%
8/5/2024 Private Advisor Group LLC56,645$1.06M0.0%-61.2%0.098%
8/2/2024 FSB Premier Wealth Management Inc.46,769$876K0.4%+67.4%0.081%
8/2/2024 Naviter Wealth LLC203,269$3.81M0.6%+2.7%0.350%
7/31/2024 Spire Wealth Management48,033$900K0.0%-32.6%0.083%
7/31/2024Commonwealth Equity Services LLC644,718$12.08M0.0%-5.7%1.112%
7/31/2024 Concurrent 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%
7/30/2024 TFB Advisors LLC22,136$415K0.1%+6.8%0.038%
7/30/2024 WMG Financial Advisors LLC14,067$264K0.1%N/A0.024%
7/29/2024 Nations Financial Group Inc. IA ADV36,427$683K0.1%-1.9%0.063%
7/29/2024 Arkadios Wealth Advisors12,014$225K0.0%N/A0.021%
7/26/2024 Walkner Condon Financial Advisors LLC12,649$237K0.1%-5.0%0.022%
7/26/2024 Harbour Investments Inc.10,663$200K0.0%-68.2%0.018%
7/26/2024 Patriot Financial Group Insurance Agency LLC15,466$290K0.0%+5.2%0.027%
7/26/2024 Cambridge Investment Research Advisors Inc.516,015$9.67M0.0%-16.1%0.890%
7/26/2024 Bank of New York Mellon Corp86,581$1.62M0.0%-3.7%0.149%
7/25/2024 Clear Creek Financial Management LLC12,377$232K0.0%-52.2%0.021%
7/24/2024 TrueWealth Advisors LLC11,304$212K0.1%-8.0%0.019%
7/24/2024 Herold Advisors Inc.13,327$250K0.1%-3.9%0.023%
7/23/2024 Concourse Financial Group Securities Inc.9,199$173K0.0%-5.7%0.016%
7/23/2024 Security Financial Services INC.11,594$217K0.0%-63.6%0.020%
7/22/2024 Atria Wealth Solutions Inc.175,902$3.31M0.0%+6.9%0.303%
7/19/2024Raymond James & Associates581,823$10.90M0.0%+114.1%1.003%
7/17/2024 TCP Asset Management LLC214,915$4.03M1.0%+3.6%0.371%
“This Changes Everything” - Trump Hands Millions Massive IRS Gift (Ad)

Now it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as we wait for Trump's agenda to kick in…

>> YES! Send Me My FREE Gold Guide!
7/16/2024 Envestnet Portfolio Solutions Inc.402,431$7.54M0.0%+3.4%0.694%
7/16/2024 Maia Wealth LLC44,617$844K0.3%N/A0.077%
7/16/2024 EWG Elevate Inc.187,184$3.51M1.3%+4.8%0.323%
7/16/2024 PCG Wealth Advisors LLC17,328$325K0.1%-53.0%0.030%
7/15/2024RFG Advisory LLC55,500$1.04M0.0%-7.1%0.096%
7/11/2024 Clarus Wealth Advisors31,958$602K0.3%-3.2%0.055%
7/10/2024 Csenge Advisory Group1,688,544$31.64M1.8%+5.0%2.911%
7/9/2024 Park Avenue Securities LLC95,873$1.80M0.0%+4.7%0.165%
5/24/2024Cetera Advisors LLC231,567$4.35M0.0%+417.2%0.399%
5/24/2024 Cetera Investment Advisers715,969$13.44M0.0%+207.8%1.234%
(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, 140 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 132 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 37,501,572 shares in the last 24 months. This purchase volume represents approximately $705.72M in transactions.

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

Of the 63 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 5,149,590 shares in the last 24 months. This volume of shares sold represents approximately $95.83M in transactions.



This page (NYSEARCA:FSIG) was last updated on 11/17/2024 by MarketBeat.com Staff
From Our Partners