FT Ltd. Duration Inv GradeFSIGETF
13F holders, Q1 2024 (March 31)138holders
1famous investor
$18.77avg. 13F price*
At the end of Q1 2024, 138 institutions reported holding FT Ltd. Duration Inv Grade (FSIG) in their 13F filings. The largest holders were Morgan Stanley ($184.0M), LPL Financial LLC ($114.2M) and Wells Fargo & Company ($46.3M). 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 (Q1 2024)
- CUSIP
- 33738D804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $26.9M |
| Exits | 7 | $3.2M |
Ownership 138 holders
| Morgan Stanley | 0.01% | Add +2.0% | 9,802,506 | $184.0M |
| LPL Financial LLC | 0.06% | Reduce -4.6% | 6,084,455 | $114.2M |
| Wells Fargo & Company | 0.01% | Add +70.7% | 2,465,262 | $46.3M |
| First Trust Advisors LP | 0.04% | Reduce -12.3% | 2,206,941 | $41.4M |
| Stifel Financial Corp. | 0.03% | Add +337.4% | 1,624,938 | $30.5M |
| Csenge Advisory Group | 1.69% | Add +11.4% | 1,607,916 | $30.2M |
| Royal Bank of Canada | 0.01% | Add +5.9% | 1,352,403 | $25.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.3% | 1,343,233 | $25.2M |
| Stephens Inc. | 0.34% | Reduce -6.7% | 1,169,353 | $21.9M |
| Kestra Advisory Services, LLC | 0.10% | Add +21.2% | 782,270 | $14.7M |
| Cetera Investment Advisers | 0.03% | Add +207.8% | 715,969 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.1% | 683,641 | $12.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +43.1% | 614,877 | $11.5M |
| Integrated Wealth Concepts LLC | 0.16% | Add +2658.4% | 578,886 | $10.9M |
| Osaic Holdings, Inc. | 0.02% | Add +30.0% | 577,498 | $10.8M |
| Jane Street Group, LLC | 0.01% | New | 515,734 | $9.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +4.9% | 389,070 | $7.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +92.3% | 376,989 | $7.1M |
| NewEdge Advisors, LLC | 0.06% | Add +32.4% | 368,112 | $6.9M |
| TAP Consulting, LLC | 1.50% | Add +0.8% | 363,331 | $6.8M |
| Citadel Advisors | 0.01% | Add +268.9% | 361,969 | $6.8M |
| Assetmark, Inc. | 0.02% | Add +32.6% | 294,618 | $5.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.2% | 287,520 | $5.4M |
| Raymond James & Associates | 0.00% | Add +21.4% | 271,781 | $5.1M |
| Old Mission Capital LLC | 0.12% | New | 258,856 | $4.9M |
| Visionary Wealth Advisors | 0.31% | Add +2.9% | 245,938 | $4.6M |
| Truist Financial Corp. | 0.01% | Add +154.2% | 221,196 | $4.2M |
| TCP Asset Management, LLC | 1.03% | Add +32.6% | 207,500 | $3.9M |
| Naviter Wealth, LLC | 0.61% | New | 197,885 | $3.7M |
| IFP Advisors, Inc | 0.15% | Reduce -6.9% | 182,686 | $3.4M |
| EWG Elevate Inc. | 1.28% | Add +5.6% | 178,667 | $3.4M |
| Atria Investments, Inc | 0.04% | Add +17.6% | 172,055 | $3.2M |
| Rehmann Capital Advisory Group | 0.24% | Add +57.6% | 171,409 | $3.2M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +6.7% | 170,283 | $3.2M |
| Iams Wealth Management, LLC | 1.89% | Add +4.0% | 165,099 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +23.1% | 164,601 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Add +0.3% | 145,875 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -31.8% | 138,115 | $2.6M |
| Independent Advisor Alliance | 0.09% | Add +18.6% | 135,579 | $2.5M |
| Insight Advisors, LLC/ PA | 0.49% | Reduce -0.6% | 133,392 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Add +23.7% | 113,843 | $2.1M |
| Archer Investment Corp | 0.63% | Add +2.9% | 111,433 | $2.1M |
| Sigma Planning Corp | 0.07% | Add +31.5% | 110,587 | $2.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +9.5% | 105,858 | $2.0M |
| Flow Traders U.S. LLC | 0.10% | New | 97,736 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +4.5% | 91,551 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Add +23.1% | 89,864 | $1.7M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +33.0% | 80,598 | $1.5M |
| AE Wealth Management LLC | 0.02% | Reduce -32.8% | 76,994 | $1.4M |
| Imprint Wealth LLC | 0.34% | Add +0.8% | 75,778 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +48.5% | 74,285 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +48.5% | 74,285 | $1.4M |
| Spire Wealth Management | 0.02% | Reduce -3.7% | 71,293 | $1.3M |
| Beacon Financial Group | 0.15% | No change | 70,685 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +64.2% | 67,854 | $1.3M |
| RFG Advisory, LLC | 0.04% | Reduce -40.7% | 59,745 | $1.1M |
| Mutual Advisors, LLC | 0.04% | New | 59,422 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -7.3% | 55,755 | $1.0M |
| Guardian Wealth Advisors, LLC / NC | 0.13% | No change | 54,750 | $1.0M |
| Aptus Capital Advisors, LLC | 0.02% | No change | 54,750 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 49,601 | $931K |
| Townsquare Capital LLC | 0.01% | New | 48,884 | $918K |
| Darwin Wealth Management, LLC | 0.26% | Reduce -7.3% | 48,883 | $918K |
| Vestmark Advisory Solutions, Inc. | 0.04% | New | 44,070 | $827K |
| CoreCap Advisors, LLC | 0.04% | Reduce -59.8% | 41,294 | $775K |
| WealthBridge Capital Management, LLC | 0.26% | Add +1.2% | 40,838 | $767K |
| Trilogy Capital Inc. | 0.04% | Add +0.3% | 40,348 | $757K |
| HighTower Advisors, LLC | 0.00% | New | 39,124 | $736K |
| Sequent Planning LLC | 0.27% | — | 39,019 | $732K |
| Comerica Bank | 0.00% | Reduce -14.5% | 37,507 | $704K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -6.6% | 37,134 | $697K |
| PCG Wealth Advisors, LLC | 0.33% | Reduce -27.5% | 36,851 | $692K |
| Braun-Bostich & Associates Inc. | 0.56% | Reduce -29.0% | 35,673 | $670K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -56.2% | 35,250 | $662K |
| Harbour Investments, Inc. | 0.02% | Reduce -7.9% | 33,563 | $630K |
| Clarus Wealth Advisors | 0.35% | Reduce -1.1% | 33,010 | $616K |
| ICA Group Wealth Management, LLC | 0.12% | Reduce -39.2% | 32,391 | $608K |
| Security Financial Services, INC. | 0.14% | Reduce -1.6% | 31,878 | $598K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +58.6% | 31,165 | $573K |
| Equitable Holdings, Inc. | 0.01% | Add +38.1% | 28,206 | $529K |
| FSB Premier Wealth Management, Inc. | 0.24% | Add +6.2% | 27,938 | $524K |
| Private Trust Co. NA | 0.05% | Reduce -19.9% | 26,845 | $504K |
| MML Investors Services, LLC | 0.00% | Add +9.3% | 26,785 | $503K |
| Core Wealth Partners LLC | 0.38% | Add +49.8% | 26,713 | $501K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.6% | 26,660 | $500K |
| Clear Creek Financial Management, LLC | 0.06% | Add +0.7% | 25,869 | $486K |
| Virtue Capital Management, LLC | 0.09% | Reduce -56.5% | 25,427 | $475K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -7.0% | 25,299 | $475K |
| Wedbush Securities Inc. | 0.02% | New | 25,043 | $470K |
| Coppell Advisory Solutions Corp. | 0.09% | — | 24,616 | $462K |
| Prairie Wealth Advisors, Inc. | 0.21% | — | 24,195 | $454K |
| Creative Financial Designs Inc. | 0.04% | Reduce -64.0% | 23,701 | $445K |
| Kingsview Wealth Management, LLC | 0.01% | Add +62.7% | 22,641 | $425K |
| TFB Advisors LLC | 0.14% | Add +64.5% | 20,736 | $386K |
| Gateway Wealth Partners, LLC | 0.14% | Reduce -18.2% | 20,163 | $378K |
| GeoWealth Management, LLC | 0.01% | New | 19,974 | $375K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.2% | 17,448 | $327K |
| Prosperity Wealth Management, Inc. | 0.15% | Add +26.6% | 17,375 | $326K |
| Prospera Financial Services Inc | 0.01% | Add +2.0% | 17,123 | $321K |
| WCG Wealth Advisors LLC | 0.02% | New | 14,946 | $281K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +33.2% | 14,706 | $276K |
| Continuum Advisory, LLC | 0.04% | No change | 14,051 | $263K |
| Herold Advisors, Inc. | 0.06% | Add +21.5% | 13,871 | $260K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -16.9% | 13,607 | $255K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -52.1% | 13,319 | $250K |
| TrueWealth Advisors, LLC | 0.09% | Add +5.6% | 12,285 | $231K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -9.5% | 11,443 | $215K |
| Pine Valley Investments Ltd Liability Co | 0.02% | New | 11,297 | $212K |
| Simplicity Wealth,LLC | 0.00% | New | 10,954 | $206K |
| StoneX Group Inc. | 0.02% | Reduce -71.4% | 10,741 | $202K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 10,705 | $201K |
| Keystone Financial Group | 0.03% | New | 10,625 | $199K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +13.1% | 9,752 | $183K |
| Centaurus Financial, Inc. | 0.01% | New | 9,237 | $173K |
| Global Retirement Partners, LLC | 0.01% | Reduce -17.9% | 8,025 | $151K |
| Barrett & Company, Inc. | 0.04% | No change | 4,500 | $84K |
| Lanark Financial, Inc. | 0.01% | Add +0.3% | 3,956 | $74K |
| JPMorgan Chase & Co. | 0.00% | New | 3,507 | $66K |
| Cwm, LLC | 0.00% | New | 3,405 | $64K |
| Raleigh Capital Management Inc. | 0.03% | Reduce -48.7% | 3,257 | $61K |
| Tucker Asset Management LLC | 0.01% | Add +30.9% | 2,793 | $52K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +171.1% | 2,575 | $48K |
| Geneos Wealth Management Inc. | 0.00% | Add +54.8% | 1,684 | $32K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 1,637 | $31K |
| Principal Securities, Inc. | 0.00% | Add +87.9% | 1,571 | $29K |
| Wagner Wealth Management, LLC | 0.01% | Reduce -56.9% | 1,550 | $29K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 1,489 | $28K |
| AlphaMark Advisors, LLC | 0.01% | No change | 1,100 | $21K |
| Bank of America Corp. | 0.00% | No change | 894 | $17K |
| Larson Financial Group LLC | 0.00% | No change | 800 | $15K |
| UBS Group AG | 0.00% | New | 754 | $14K |
| Clear Point Advisors Inc. | 0.01% | New | 530 | $10K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 454 | $9K |
| Benjamin Edwards Inc. | 0.00% | Add +108.5% | 415 | $8K |
| Investors Research Corp | 0.00% | New | 336 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -47.2% | 317 | $6K |
| Creekmur Asset Management LLC | 0.00% | Reduce -4.7% | 81 | $2K |
| FMR LLC | 0.00% | New | 1 | $19 |
"% 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.