FT Ltd. Duration Inv GradeFSIGETF
13F holders, Q2 2024 (June 30)146holders +8
19new positions
15sold out
1famous investor
$18.74avg. 13F price*
At the end of Q2 2024, 146 institutions reported holding FT Ltd. Duration Inv Grade (FSIG) in their 13F filings, up 8 from Q1 2024. 19 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($184.6M), LPL Financial LLC ($122.2M) and First Trust Advisors LP ($56.1M). 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 2024)
- CUSIP
- 33738D804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $7.6M |
| Exits | 15 | $8.1M |
All 13F filers, Q1 2024 → Q2 2024: 3,581,309 shares bought and 3,507,340 shares sold, net +73,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| Morgan Stanley | 0.01% | Add +0.5% | 9,851,751 | $184.6M |
| LPL Financial LLC | 0.06% | Add +7.2% | 6,521,348 | $122.2M |
| First Trust Advisors LP | 0.06% | Add +35.6% | 2,993,282 | $56.1M |
| Wells Fargo & Company | 0.01% | Add +4.5% | 2,575,257 | $48.3M |
| Csenge Advisory Group | 1.80% | Add +5.0% | 1,688,544 | $31.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.6% | 1,417,997 | $26.6M |
| Royal Bank of Canada | 0.01% | Add +3.4% | 1,398,275 | $26.2M |
| Stephens Inc. | 0.32% | Reduce -5.6% | 1,104,314 | $20.7M |
| Kestra Advisory Services, LLC | 0.08% | Add +2.6% | 802,855 | $15.0M |
| Cetera Investment Advisers | 0.03% | Add +6.2% | 760,275 | $14.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.7% | 644,718 | $12.1M |
| Raymond James & Associates | 0.01% | Add +114.1% | 581,823 | $10.9M |
| NewEdge Advisors, LLC | 0.07% | Add +42.0% | 522,534 | $9.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -16.1% | 516,015 | $9.7M |
| Integrated Wealth Concepts LLC | 0.13% | Reduce -11.7% | 511,193 | $9.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -13.0% | 502,454 | $9.4M |
| Prospera Financial Services Inc | 0.24% | Add +2641.5% | 469,431 | $8.8M |
| Stifel Financial Corp. | 0.01% | Reduce -72.7% | 443,174 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +3.4% | 402,431 | $7.5M |
| Assetmark, Inc. | 0.02% | Add +30.8% | 385,383 | $7.2M |
| TAP Consulting, LLC | 1.52% | Add +5.6% | 383,537 | $7.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -11.6% | 333,206 | $6.2M |
| Truist Financial Corp. | 0.01% | Add +6.9% | 236,392 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -21.3% | 226,314 | $4.2M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Add +405.0% | 222,534 | $4.2M |
| TCP Asset Management, LLC | 1.02% | Add +3.6% | 214,915 | $4.0M |
| Rehmann Capital Advisory Group | 0.28% | Add +22.2% | 209,537 | $3.9M |
| Naviter Wealth, LLC | 0.57% | Add +2.7% | 203,269 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | New | 196,991 | $3.7M |
| EWG Elevate Inc. | 1.28% | Add +4.8% | 187,184 | $3.5M |
| Old Mission Capital LLC | 0.09% | Reduce -29.6% | 182,312 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +6.9% | 175,902 | $3.3M |
| Visionary Wealth Advisors | 0.21% | Reduce -29.7% | 172,919 | $3.2M |
| IFP Advisors, Inc | 0.12% | Reduce -12.2% | 160,475 | $3.0M |
| Insight Advisors, LLC/ PA | 0.46% | Add +0.3% | 133,773 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -26.7% | 124,749 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -66.0% | 122,876 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -14.3% | 118,391 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Add +3.9% | 118,247 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +132.7% | 115,439 | $2.2M |
| Iams Wealth Management, LLC | 1.15% | Reduce -32.3% | 111,821 | $2.1M |
| Archer Investment Corp | 0.61% | Add +0.3% | 111,749 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -78.9% | 108,824 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Add +4.7% | 95,873 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -13.7% | 91,363 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +21.7% | 90,377 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +21.7% | 90,377 | $1.7M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +9.9% | 88,560 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -20.4% | 88,031 | $1.6M |
| AE Wealth Management LLC | 0.02% | Add +13.7% | 87,506 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.6% | 86,581 | $1.6M |
| Beacon Financial Group | 0.15% | No change | 70,685 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +0.1% | 67,956 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -61.2% | 56,645 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -0.4% | 55,520 | $1.0M |
| RFG Advisory, LLC | 0.03% | Reduce -7.1% | 55,500 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Reduce -8.1% | 54,627 | $1.0M |
| Guardian Wealth Advisors, LLC / NC | 0.12% | No change | 54,750 | $1.0M |
| Aptus Capital Advisors, LLC | 0.02% | No change | 54,750 | $1.0M |
| KMG Fiduciary Partners, LLC | 0.09% | New | 49,976 | $937K |
| HighTower Advisors, LLC | 0.00% | Add +24.0% | 48,516 | $910K |
| Spire Wealth Management | 0.03% | Reduce -32.6% | 48,033 | $900K |
| FSB Premier Wealth Management, Inc. | 0.40% | Add +67.4% | 46,769 | $876K |
| Platform Technology Partners | 0.29% | — | 45,464 | $852K |
| Sequent Planning LLC | 0.29% | Add +15.9% | 45,209 | $846K |
| Maia Wealth LLC | 0.25% | — | 44,617 | $844K |
| Gentry Private Wealth, LLC | 0.73% | — | 44,359 | $831K |
| Darwin Wealth Management, LLC | 0.41% | Reduce -10.0% | 44,000 | $825K |
| MML Investors Services, LLC | 0.00% | Add +56.7% | 41,982 | $787K |
| WealthBridge Capital Management, LLC | 0.25% | Reduce -2.4% | 39,879 | $747K |
| SignalPoint Asset Management, LLC | 0.20% | New | 39,238 | $735K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -1.9% | 36,427 | $683K |
| Atria Investments, Inc | 0.01% | Reduce -78.8% | 36,395 | $682K |
| Comerica Bank | 0.00% | Reduce -6.8% | 34,958 | $655K |
| Clarus Wealth Advisors | 0.32% | Reduce -3.2% | 31,958 | $602K |
| Kingsview Wealth Management, LLC | 0.01% | Add +40.2% | 31,739 | $595K |
| Coppell Advisory Solutions LLC | 0.09% | — | 30,027 | $563K |
| Private Trust Co. NA | 0.06% | Add +9.3% | 29,345 | $550K |
| Equitable Holdings, Inc. | 0.01% | Add +3.4% | 29,173 | $547K |
| Wedbush Securities Inc. | 0.02% | Add +9.1% | 27,316 | $512K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.0% | 26,933 | $505K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -24.7% | 26,547 | $497K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +146.8% | 26,423 | $495K |
| Gateway Wealth Partners, LLC | 0.15% | Add +27.2% | 25,650 | $481K |
| TFB Advisors LLC | 0.14% | Add +6.8% | 22,136 | $415K |
| Core Wealth Partners LLC | 0.28% | Reduce -17.3% | 22,080 | $414K |
| GeoWealth Management, LLC | 0.02% | Add +10.3% | 22,041 | $413K |
| Merkkuri Wealth Advisors LLC | 0.36% | — | 20,711 | $388K |
| Creative Financial Designs Inc. | 0.03% | Reduce -13.6% | 20,481 | $384K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -22.0% | 19,734 | $370K |
| Prosperity Wealth Management, Inc. | 0.17% | Add +4.9% | 18,220 | $341K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 17,462 | $327K |
| PCG Wealth Advisors, LLC | 0.14% | Reduce -53.0% | 17,328 | $325K |
| Sanctuary Advisors, LLC | 0.00% | — | 17,053 | $317K |
| Oppenheimer & Co. Inc. | 0.00% | New | 16,010 | $300K |
| WCG Wealth Advisors LLC | 0.02% | Add +5.0% | 15,696 | $294K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +5.2% | 15,466 | $290K |
| WMG Financial Advisors, LLC | 0.14% | New | 14,067 | $264K |
| Continuum Advisory, LLC | 0.04% | No change | 14,051 | $263K |
| Herold Advisors, Inc. | 0.06% | Reduce -3.9% | 13,327 | $250K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -57.6% | 13,200 | $247K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +16.1% | 13,122 | $246K |
| Virtue Capital Management, LLC | 0.04% | Reduce -49.6% | 12,808 | $241K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -5.0% | 12,649 | $237K |
| Capital Analysts, LLC | 0.01% | New | 12,642 | $237K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -8.3% | 12,473 | $234K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -52.2% | 12,377 | $232K |
| Belpointe Asset Management LLC | 0.02% | New | 12,192 | $228K |
| Arkadios Wealth Advisors | 0.02% | New | 12,014 | $225K |
| Security Financial Services, INC. | 0.05% | Reduce -63.6% | 11,594 | $217K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -8.0% | 11,304 | $212K |
| OneAscent Financial Services LLC | 0.03% | New | 11,110 | $208K |
| Harbour Investments, Inc. | 0.01% | Reduce -68.2% | 10,663 | $200K |
| Pinnacle Family Advisors, LLC | 0.11% | New | 10,424 | $195K |
| Cadence Bank | 0.01% | New | 10,269 | $192K |
| Perigon Wealth Management, LLC | 0.01% | New | 10,195 | $191K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -5.7% | 9,199 | $173K |
| Centaurus Financial, Inc. | 0.01% | Reduce -3.8% | 8,885 | $167K |
| ICA Group Wealth Management, LLC | 0.09% | Reduce -74.5% | 8,242 | $154K |
| Global Retirement Partners, LLC | 0.00% | Reduce -8.4% | 7,353 | $138K |
| Barrett & Company, Inc. | 0.06% | Add +55.6% | 7,000 | $131K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 6,897 | $129K |
| Lanark Financial, Inc. | 0.01% | Reduce -6.0% | 3,718 | $69K |
| CoreCap Advisors, LLC | 0.01% | Reduce -91.9% | 3,351 | $63K |
| Cwm, LLC | 0.00% | Reduce -4.8% | 3,241 | $61K |
| Raleigh Capital Management Inc. | 0.03% | Reduce -0.7% | 3,233 | $61K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +25.2% | 3,225 | $60K |
| Tucker Asset Management LLC | 0.01% | Reduce -21.2% | 2,202 | $41K |
| Principal Securities, Inc. | 0.00% | Add +24.7% | 1,959 | $37K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,684 | $32K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,637 | $31K |
| UBS Group AG | 0.00% | Add +37.9% | 1,040 | $19K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -45.9% | 838 | $16K |
| Larson Financial Group LLC | 0.00% | No change | 800 | $15K |
| Castleview Partners, LLC | 0.01% | New | 615 | $12K |
| Clear Point Advisors Inc. | 0.01% | No change | 530 | $10K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +0.9% | 458 | $8K |
| Benjamin Edwards Inc. | 0.00% | Reduce -1.0% | 411 | $8K |
| International Assets Investment Management, LLC | 0.00% | New | 340 | $6K |
| Investors Research Corp | 0.00% | No change | 336 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 317 | $6K |
| PSI Advisors, LLC | 0.00% | New | 286 | $5K |
| GAMMA Investing LLC | 0.00% | New | 259 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 156 | $3K |
| Creekmur Asset Management LLC | 0.00% | No change | 81 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 54 | $1K |
"% 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.