FT Ltd. Duration Inv GradeFSIGETF

13F holders, Q2 2026 (June 30)
164holders +6
17new positions
12sold out
1famous investor
$18.85avg. 13F price*

At the end of Q2 2026, 164 institutions reported holding FT Ltd. Duration Inv Grade (FSIG) in their 13F filings, up 6 from Q1 2026. 17 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($233.7M), LPL Financial LLC ($158.8M) and Wells Fargo & Company ($72.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
FT Ltd. Duration Inv Grade
Filed as
FIRST TR EXCHANGE-TRADED FD (Q2 2026)
CUSIP
33738D804
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 138Q1 2024Q2 2024: 146Q2 2024Q3 2024: 148Q3 2024Q4 2024: 158Q4 2024Q1 2025: 151Q1 2025Q2 2025: 157Q2 2025Q3 2025: 149Q3 2025Q4 2025: 161Q4 2025Q1 2026: 158Q1 2026Q2 2026: 164Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions17$43.9M
Exits12$16.5M

All 13F filers, Q1 2026 → Q2 2026: 4,575,674 shares bought and 2,251,550 shares sold, net +2,324,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 164 holders

Morgan Stanley 0.01% Add +0.3% 12,394,310 $233.7M
LPL Financial LLC 0.04% Reduce -2.4% 8,421,429 $158.8M
Wells Fargo & Company 0.01% Add +4.9% 3,827,738 $72.2M
First Trust Advisors LP 0.03% Reduce -11.7% 2,890,767 $54.5M
Csenge Advisory Group 1.64% Add +1.4% 2,132,892 $40.2M
Royal Bank of Canada 0.01% Add +3.3% 2,110,286 $39.8M
Envestnet Asset Management Inc. 0.01% Add +0.4% 1,972,353 $37.2M
Ameriprise Financial Inc. 0.01% Reduce -3.4% 1,668,435 $31.5M
Stifel Financial Corp. 0.02% Reduce -20.0% 1,018,327 $19.2M
Truist Financial Corp. 0.02% Reduce -1.9% 1,009,886 $19.0M
Osaic Holdings, Inc. 0.02% Add +7.0% 1,001,684 $18.9M
Susquehanna International Group, LLP 0.02% Add +3839.8% 942,594 $17.8M
Cetera Investment Advisers 0.02% Add +2.9% 894,818 $16.9M
Raymond James Financial Inc. 0.00% Add +1.6% 790,413 $14.9M
Citadel Advisors 0.01% New 562,561 $10.6M
Vestmark Advisory Solutions, Inc. 0.10% No change 554,003 $10.4M
Goldman Sachs Group Inc. 0.00% New 536,341 $10.1M
Assetmark, Inc. 0.02% Reduce -11.6% 534,714 $10.1M
Jones Financial Companies LLLP 0.00% Add +11.6% 491,286 $9.3M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -2.0% 478,165 $9.0M
Old Mission Capital LLC 0.22% New 454,135 $8.6M
NewEdge Advisors, LLC 0.02% Reduce -4.7% 375,737 $7.1M
Stephens Inc. 0.08% Add +0.5% 356,844 $6.7M
Kintra Wealth, LLC 0.34% New 344,453 $6.5M
TCP Asset Management, LLC 0.68% Add +10.1% 317,321 $6.0M
Mgo One Seven LLC 0.09% Add +1.6% 301,187 $5.7M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -6.0% 300,136 $5.7M
Vaquero Private Wealth, Ltd. 1.12% — 289,470 $5.5M
IFG Advisory, LLC 0.18% New 278,822 $5.3M
Benjamin Edwards Inc. 0.05% Add +6.4% 275,648 $5.2M
&partners 0.02% Add +7.7% 260,285 $4.9M
Commonwealth Equity Services, LLC 0.01% Add +11.7% 232,464 $4.4M
Arax Advisory Partners 0.03% Add +1524.2% 230,021 $4.3M
Integrated Wealth Concepts LLC 0.03% Add +7.4% 209,657 $4.0M
Platform Technology Partners 0.63% Add +103.9% 203,116 $3.8M
Janney Montgomery Scott LLC 0.01% Reduce -1.1% 177,723 $3.4M
RFG Advisory, LLC 0.05% Add +29.1% 176,300 $3.3M
DAVENPORT & Co LLC 0.01% Reduce -4.6% 140,244 $2.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 138,173 $2.6M
Archer Investment Corp 0.48% Add +3.8% 131,826 $2.5M
D.A. Davidson & Co. 0.01% Add +2.4% 127,687 $2.4M
Center for Financial Planning, Inc. 0.22% Reduce -5.2% 124,915 $2.4M
Park Avenue Securities LLC 0.01% Add +19.0% 124,884 $2.4M
MML Investors Services, LLC 0.00% Add +12.4% 112,995 $2.1M
Orion Porfolio Solutions, LLC 0.02% Add +6.3% 112,598 $2.1M
Avior Wealth Management, LLC 0.05% Reduce -27.7% 110,548 $2.1M
Stenger Family Office, LLC 0.32% Reduce -4.1% 107,758 $2.0M
J.W. Cole Advisors, Inc. 0.03% New 98,269 $1.9M
Kestra Advisory Services, LLC 0.01% Reduce -3.7% 97,503 $1.8M
Prospera Financial Services Inc 0.03% Add +25.9% 97,109 $1.8M
WealthBridge Capital Management, LLC 0.36% Add +8.6% 96,278 $1.8M
Concurrent Investment Advisors, LLC 0.01% Reduce -1.6% 92,380 $1.7M
Private Advisor Group, LLC 0.01% Add +85.7% 89,606 $1.7M
Accurate Wealth Management, LLC 0.16% Add +42.4% 88,136 $1.7M
Altium Investment Strategies LLC 2.38% Add +42.8% 87,600 $1.7M
Insight Advisors, LLC/ PA 0.28% Reduce -1.5% 83,722 $1.6M
HighTower Advisors, LLC 0.00% Reduce -1.9% 81,579 $1.5M
Rehmann Capital Advisory Group 0.07% Reduce -9.5% 77,240 $1.5M
Kestra Private Wealth Services, LLC 0.01% Reduce -0.1% 71,566 $1.3M
FSB Premier Wealth Management, Inc. 0.38% Reduce -46.3% 71,538 $1.3M
Balefire, LLC 0.21% Reduce -18.0% 68,302 $1.3M
Kingsview Wealth Management, LLC 0.02% Add +10.4% 67,206 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Add +57.0% 66,609 $1.3M
UBS Group AG 0.00% Add +3.1% 66,438 $1.3M
Oppenheimer & Co. Inc. 0.01% Reduce -1.1% 64,895 $1.2M
Bank of New York Mellon Corp 0.00% Add +6.6% 63,375 $1.2M
Harvest Investment Services, LLC 0.18% Add +7.3% 63,190 $1.2M
Atria Investments, Inc 0.01% Add +2.5% 61,891 $1.2M
Twin Peaks Wealth Advisors, LLC 0.26% Add +16.9% 60,652 $1.1M
Sigma Planning Corp 0.03% Add +0.2% 59,516 $1.1M
Crusonia Wealth Advisors LLC 0.18% Add +3.6% 57,722 $1.1M
Continuum Advisory, LLC 0.09% Add +0.3% 56,950 $1.1M
Daymark Wealth Partners, LLC 0.03% Reduce -30.0% 55,930 $1.1M
Equitable Holdings, Inc. 0.01% Reduce -15.9% 54,652 $1.0M
Iams Wealth Management, LLC 0.30% Add +3.6% 52,412 $988K
Jane Street Group, LLC 0.00% Add +255.2% 47,935 $904K
Everest Financial Group LLC 0.12% Reduce -5.6% 45,800 $864K
Gateway Wealth Partners, LLC 0.05% Reduce -22.5% 44,068 $831K
Mutual Advisors, LLC 0.01% Reduce -11.4% 40,830 $770K
Wedbush Securities Inc. 0.02% Reduce -4.9% 40,511 $764K
Guardian Wealth Advisors, LLC / NC 0.04% Add +139.2% 40,060 $755K
Aptus Capital Advisors, LLC 0.01% Add +139.2% 40,060 $755K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -5.5% 39,823 $751K
AE Wealth Management LLC 0.00% Add +29.7% 38,682 $729K
Beacon Financial Group 0.06% No change 35,213 $664K
Winebrenner Capital Management LLC 0.39% Reduce -10.3% 33,623 $634K
Park Square Financial Group, LLC 5.25% Reduce -15.7% 30,839 $581K
Harbour Investments, Inc. 0.01% Add +54.9% 30,205 $570K
Keating Financial Advisory Services, Inc. 0.07% Add +3.4% 29,913 $564K
Stratos Wealth Partners, LTD. 0.01% Add +20.5% 28,488 $537K
Maia Wealth LLC 0.08% Reduce -10.4% 27,815 $524K
Ascent Group, LLC 0.01% Add +2.5% 26,671 $503K
Sanctuary Advisors, LLC 0.00% Add +2.0% 26,486 $499K
LaSalle St. Investment Advisors, LLC 0.06% Reduce -0.0% 26,134 $493K
Spire Wealth Management 0.01% Add +0.8% 25,416 $479K
BAM Wealth Management, LLC 0.28% Add +45.0% 24,159 $456K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.5% 23,801 $449K
Capital Investment Advisory Services, LLC 0.03% Reduce -0.6% 23,010 $434K
Triumph Capital Management 0.08% Add +108.9% 22,361 $422K
Fifth Third Bancorp 0.00% Reduce -7.7% 21,907 $413K

"% of holder's portfolio" is FSIG's weight in each manager's 13F, not the share of FT Ltd. Duration Inv Grade the manager owns.

Show all 164 holders