FT Ltd. Duration Inv GradeFSIGETF
13F holders, Q3 2024 (September 30)148holders +2
15new positions
12sold out
1famous investor
$19.27avg. 13F price*
At the end of Q3 2024, 148 institutions reported holding FT Ltd. Duration Inv Grade (FSIG) in their 13F filings, up 2 from Q2 2024. 15 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($188.5M), LPL Financial LLC ($131.1M) and Wells Fargo & Company ($52.3M). 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 (Q3 2024)
- CUSIP
- 33738D804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $11.1M |
| Exits | 12 | $6.2M |
All 13F filers, Q2 2024 → Q3 2024: 3,621,687 shares bought and 2,631,961 shares sold, net +989,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Morgan Stanley | 0.01% | Reduce -0.3% | 9,817,210 | $188.5M |
| LPL Financial LLC | 0.06% | Add +4.7% | 6,826,996 | $131.1M |
| Wells Fargo & Company | 0.01% | Add +5.8% | 2,725,200 | $52.3M |
| First Trust Advisors LP | 0.05% | Reduce -13.2% | 2,597,622 | $49.9M |
| Royal Bank of Canada | 0.01% | Add +18.9% | 1,662,197 | $31.9M |
| Csenge Advisory Group | 1.65% | Reduce -2.2% | 1,651,477 | $31.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.7% | 1,442,165 | $27.7M |
| Stephens Inc. | 0.31% | Add +1.5% | 1,120,409 | $21.5M |
| Ameriprise Financial Inc. | 0.00% | Add +306.4% | 800,490 | $15.3M |
| Cetera Investment Advisers | 0.03% | Reduce -9.9% | 685,311 | $13.2M |
| Raymond James & Associates | 0.01% | Reduce -3.6% | 560,983 | $10.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +5.7% | 545,366 | $10.5M |
| Osaic Holdings, Inc. | 0.02% | Add +8.5% | 545,262 | $10.5M |
| NewEdge Advisors, LLC | 0.06% | Reduce -1.7% | 513,785 | $9.9M |
| Truist Financial Corp. | 0.02% | Add +115.1% | 508,424 | $9.8M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -3.5% | 493,451 | $9.5M |
| Assetmark, Inc. | 0.02% | Add +16.7% | 449,768 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +0.8% | 446,828 | $8.6M |
| TAP Consulting, LLC | 1.47% | Add +1.7% | 390,092 | $7.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -3.5% | 388,205 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -42.5% | 370,907 | $7.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +9.8% | 365,958 | $7.0M |
| Vestmark Advisory Solutions, Inc. | 0.25% | Add +54.5% | 343,841 | $6.6M |
| KMG Fiduciary Partners, LLC | 0.50% | Add +504.7% | 302,183 | $5.8M |
| Naviter Wealth, LLC | 0.80% | Add +46.6% | 298,073 | $5.7M |
| International Assets Investment Management, LLC | 0.45% | Add +37618.2% | 128,242 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -68.8% | 250,055 | $4.8M |
| Rehmann Capital Advisory Group | 0.29% | Add +10.5% | 231,535 | $4.4M |
| TCP Asset Management, LLC | 0.97% | Add +2.4% | 220,050 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -10.9% | 201,559 | $3.9M |
| EWG Elevate Inc. | 1.44% | Reduce -0.1% | 186,959 | $3.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +3.8% | 182,566 | $3.5M |
| Visionary Wealth Advisors | 0.20% | Add +0.4% | 173,584 | $3.3M |
| Harvest Investment Services, LLC | 1.00% | New | 162,667 | $3.1M |
| Insight Advisors, LLC/ PA | 0.45% | Add +0.3% | 134,208 | $2.6M |
| Sigma Planning Corp | 0.07% | Add +44.7% | 127,419 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | New | 123,503 | $2.4M |
| Mutual Advisors, LLC | 0.07% | Add +121.9% | 121,197 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +1.4% | 119,855 | $2.3M |
| Iams Wealth Management, LLC | 1.12% | Add +6.7% | 119,341 | $2.3M |
| Archer Investment Corp | 0.58% | Add +0.5% | 112,263 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -10.3% | 111,950 | $2.1M |
| Prospera Financial Services Inc | 0.05% | Reduce -76.2% | 111,835 | $2.1M |
| Benjamin Edwards Inc. | 0.03% | Add +25946.0% | 107,049 | $2.1M |
| AE Wealth Management LLC | 0.02% | Add +19.4% | 104,447 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +11.6% | 101,965 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +11.9% | 101,177 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +11.9% | 101,177 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -21.5% | 92,896 | $1.8M |
| IFG Advisory, LLC | 0.11% | New | 89,551 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Reduce -8.2% | 88,003 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +96.0% | 82,277 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.1% | 81,326 | $1.6M |
| FSB Premier Wealth Management, Inc. | 0.59% | Add +61.2% | 75,395 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +9.4% | 74,378 | $1.4M |
| Platform Technology Partners | 0.40% | Add +46.7% | 66,700 | $1.3M |
| IFP Advisors, Inc | 0.05% | Reduce -58.6% | 66,485 | $1.3M |
| WealthBridge Capital Management, LLC | 0.33% | Add +50.5% | 60,016 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +13.0% | 54,838 | $1.1M |
| Guardian Wealth Advisors, LLC / NC | 0.11% | No change | 54,750 | $1.1M |
| Aptus Capital Advisors, LLC | 0.02% | No change | 54,750 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.3% | 53,612 | $1.0M |
| Beacon Financial Group | 0.11% | Reduce -26.0% | 52,292 | $1.0M |
| RFG Advisory, LLC | 0.03% | Reduce -8.3% | 50,869 | $977K |
| Mariner, LLC | 0.00% | Reduce -11.7% | 49,051 | $942K |
| Atria Investments, Inc | 0.01% | Add +30.0% | 47,311 | $908K |
| Core Wealth Partners LLC | 0.53% | Add +107.4% | 45,802 | $879K |
| Sequent Planning LLC | 0.30% | Add +0.5% | 45,445 | $873K |
| Darwin Wealth Management, LLC | 0.24% | Add +1.8% | 44,771 | $860K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +20.3% | 43,815 | $841K |
| Maia Wealth LLC | 0.20% | Reduce -6.6% | 41,653 | $791K |
| Spire Wealth Management | 0.03% | Reduce -15.1% | 40,773 | $783K |
| Hilltop Holdings Inc. | 0.05% | New | 40,093 | $770K |
| Equitable Holdings, Inc. | 0.01% | Add +34.3% | 39,169 | $752K |
| Coppell Advisory Solutions LLC | 0.10% | Add +20.4% | 36,164 | $696K |
| Kingsview Wealth Management, LLC | 0.01% | Add +9.5% | 34,758 | $667K |
| Comerica Bank | 0.00% | Reduce -1.8% | 34,328 | $659K |
| HRT Financial LP | 0.00% | New | 33,800 | $648K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +26.6% | 33,460 | $642K |
| Continuum Advisory, LLC | 0.08% | Add +140.6% | 33,801 | $640K |
| Citadel Advisors | 0.00% | Reduce -73.2% | 32,958 | $633K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +17.9% | 31,759 | $610K |
| Private Trust Co. NA | 0.06% | Add +7.8% | 31,626 | $607K |
| Clarus Wealth Advisors | 0.31% | Reduce -0.5% | 31,802 | $606K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +352.6% | 31,218 | $599K |
| Gateway Wealth Partners, LLC | 0.16% | Add +18.2% | 30,319 | $582K |
| Wedbush Securities Inc. | 0.02% | Add +9.0% | 29,774 | $572K |
| Harbour Investments, Inc. | 0.02% | Add +170.8% | 28,877 | $554K |
| TCFG Wealth Management, LLC | 0.26% | — | 26,625 | $511K |
| TFB Advisors LLC | 0.15% | Add +18.1% | 26,148 | $502K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.1% | 25,983 | $499K |
| SignalPoint Asset Management, LLC | 0.11% | Reduce -36.4% | 24,966 | $480K |
| Daymark Wealth Partners, LLC | 0.02% | New | 24,837 | $477K |
| Sanctuary Advisors, LLC | 0.00% | Add +47.4% | 25,130 | $474K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +16.2% | 22,938 | $440K |
| GeoWealth Management, LLC | 0.01% | Add +0.6% | 22,172 | $426K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +70.3% | 21,548 | $414K |
| Old Mission Capital LLC | 0.01% | Reduce -88.3% | 21,338 | $410K |
| Merkkuri Wealth Advisors LLC | 0.32% | Add +1.5% | 21,028 | $404K |
| Oppenheimer & Co. Inc. | 0.01% | Add +31.3% | 21,026 | $404K |
| Twin Peaks Wealth Advisors, LLC | 0.18% | New | 20,713 | $398K |
| Creative Financial Designs Inc. | 0.03% | Reduce -0.4% | 20,404 | $392K |
| Prosperity Wealth Management, Inc. | 0.14% | Add +2.1% | 18,610 | $357K |
| &partners | 0.01% | New | 17,969 | $345K |
| OneDigital Investment Advisors LLC | 0.00% | Add +2.3% | 17,871 | $343K |
| Arkadios Wealth Advisors | 0.02% | Add +36.4% | 16,387 | $315K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +0.8% | 15,583 | $299K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -1.9% | 15,392 | $296K |
| StoneX Group Inc. | 0.02% | New | 15,322 | $295K |
| WMG Financial Advisors, LLC | 0.13% | Add +3.9% | 14,612 | $281K |
| Jones Financial Companies LLLP | 0.00% | Add +8818.0% | 13,912 | $268K |
| Gentry Private Wealth, LLC | 0.22% | Reduce -68.7% | 13,907 | $267K |
| Perigon Wealth Management, LLC | 0.01% | Add +33.5% | 13,612 | $261K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +2.1% | 13,404 | $257K |
| Capital Analysts, LLC | 0.01% | Reduce -0.1% | 12,635 | $243K |
| Flagstar Securities, Inc. | 0.06% | New | 12,467 | $239K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.1% | 12,461 | $239K |
| Acorn Wealth Advisors, LLC | 0.10% | New | 12,052 | $231K |
| TrueWealth Advisors, LLC | 0.07% | Reduce -1.1% | 11,174 | $215K |
| Keystone Financial Group | 0.03% | New | 10,625 | $204K |
| Pinnacle Family Advisors, LLC | 0.10% | Add +0.2% | 10,441 | $200K |
| Cadence Bank | 0.01% | No change | 10,269 | $197K |
| Apollon Wealth Management, LLC | 0.01% | New | 10,031 | $193K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 8,897 | $171K |
| Global Retirement Partners, LLC | 0.00% | Add +9.7% | 8,067 | $155K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -17.9% | 7,557 | $146K |
| Barrett & Company, Inc. | 0.06% | No change | 7,000 | $134K |
| Silver Oak Securities, Incorporated | 0.01% | New | 5,539 | $107K |
| Lanark Financial, Inc. | 0.01% | Add +0.3% | 3,730 | $71K |
| Raleigh Capital Management Inc. | 0.02% | Add +1.1% | 3,270 | $63K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.5% | 3,266 | $63K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +95.8% | 3,206 | $62K |
| Principal Securities, Inc. | 0.00% | Add +49.7% | 2,932 | $56K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -11.6% | 2,850 | $55K |
| Cwm, LLC | 0.00% | Reduce -18.2% | 2,652 | $51K |
| Geneos Wealth Management Inc. | 0.00% | Add +6.1% | 1,787 | $34K |
| Tucker Asset Management LLC | 0.01% | Reduce -31.5% | 1,508 | $29K |
| Wagner Wealth Management, LLC | 0.00% | Add +2.4% | 858 | $16K |
| Larson Financial Group LLC | 0.00% | No change | 800 | $15K |
| Clear Point Advisors Inc. | 0.01% | No change | 530 | $10K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +5.7% | 484 | $9K |
| Investors Research Corp | 0.00% | No change | 336 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 317 | $6K |
| PSI Advisors, LLC | 0.00% | Reduce -8.0% | 263 | $5K |
| GAMMA Investing LLC | 0.00% | No change | 259 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 54 | $1K |
| Creekmur Asset Management LLC | 0.00% | Reduce -84.0% | 13 | $250 |
| 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.