FT Ltd. Duration Inv GradeFSIGETF
13F holders, Q4 2024 (December 31)158holders +10
15new positions
16sold out
$18.87avg. 13F price*
At the end of Q4 2024, 158 institutions reported holding FT Ltd. Duration Inv Grade (FSIG) in their 13F filings, up 10 from Q3 2024. 15 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($205.5M), LPL Financial LLC ($135.5M) and Wells Fargo & Company ($56.9M).
- Company
- FT Ltd. Duration Inv Grade
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q4 2024)
- CUSIP
- 33738D804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $24.0M |
| Exits | 16 | $12.1M |
All 13F filers, Q3 2024 → Q4 2024: 5,226,336 shares bought and 1,110,532 shares sold, net +4,115,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 158 holders
| Morgan Stanley | 0.01% | Add +10.9% | 10,890,745 | $205.5M |
| LPL Financial LLC | 0.06% | Add +5.2% | 7,181,535 | $135.5M |
| Wells Fargo & Company | 0.01% | Add +10.6% | 3,013,866 | $56.9M |
| First Trust Advisors LP | 0.05% | Add +7.5% | 2,792,604 | $52.7M |
| Csenge Advisory Group | 1.86% | Add +9.8% | 1,813,383 | $34.2M |
| Royal Bank of Canada | 0.01% | Add +5.3% | 1,750,480 | $33.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.5% | 1,521,260 | $28.7M |
| Ameriprise Financial Inc. | 0.01% | Add +27.4% | 1,020,181 | $19.3M |
| Stephens Inc. | 0.25% | Reduce -16.1% | 940,231 | $17.7M |
| Raymond James Financial Inc. | 0.01% | — | 869,467 | $16.4M |
| Osaic Holdings, Inc. | 0.04% | Add +56.2% | 851,549 | $16.1M |
| Cetera Investment Advisers | 0.03% | Add +1.2% | 693,690 | $13.1M |
| Stifel Financial Corp. | 0.01% | Add +50.4% | 672,058 | $12.7M |
| Truist Financial Corp. | 0.02% | Add +1.7% | 517,142 | $9.8M |
| Independent Advisor Alliance | 0.13% | New | 514,911 | $9.7M |
| Assetmark, Inc. | 0.03% | Add +10.6% | 497,244 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -13.6% | 471,340 | $8.9M |
| Vestmark Advisory Solutions, Inc. | 0.30% | Add +36.1% | 467,972 | $8.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +15.3% | 447,566 | $8.4M |
| NewEdge Advisors, LLC | 0.05% | Reduce -13.6% | 443,915 | $8.4M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -14.6% | 421,673 | $8.0M |
| TAP Consulting, LLC | 1.47% | Reduce -2.3% | 381,299 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.7% | 377,282 | $7.1M |
| KMG Fiduciary Partners, LLC | 0.53% | Add +11.9% | 338,084 | $6.4M |
| Rehmann Capital Advisory Group | 0.38% | Add +37.0% | 317,290 | $6.0M |
| Naviter Wealth, LLC | 0.66% | Reduce -2.5% | 290,744 | $5.5M |
| TCP Asset Management, LLC | 0.95% | Add +4.3% | 229,419 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -9.8% | 225,443 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | New | 220,097 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.7% | 198,210 | $3.7M |
| EWG Elevate Inc. | 1.12% | Add +4.3% | 194,916 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -6.8% | 170,133 | $3.2M |
| &partners | 0.04% | Add +816.4% | 164,672 | $3.1M |
| Park Square Financial Group, LLC | 2.11% | — | 162,008 | $3.1M |
| Harvest Investment Services, LLC | 0.71% | Reduce -5.5% | 153,655 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 148,073 | $2.8M |
| Sigma Planning Corp | 0.09% | Add +15.1% | 146,663 | $2.8M |
| DAVENPORT & Co LLC | 0.02% | Add +17.1% | 140,306 | $2.6M |
| Center for Financial Planning, Inc. | 0.34% | New | 135,030 | $2.5M |
| Mutual Advisors, LLC | 0.07% | Add +9.7% | 132,892 | $2.5M |
| Visionary Wealth Advisors | 0.15% | Reduce -23.9% | 132,033 | $2.5M |
| Insight Advisors, LLC/ PA | 0.42% | Reduce -2.1% | 131,320 | $2.5M |
| Benjamin Edwards Inc. | 0.03% | Add +19.6% | 128,072 | $2.4M |
| Archer Investment Corp | 0.59% | Add +4.9% | 117,720 | $2.2M |
| Prospera Financial Services Inc | 0.05% | Add +2.8% | 114,990 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +1.5% | 113,601 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +6.9% | 108,138 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +6.9% | 108,138 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Add +22.7% | 107,951 | $2.0M |
| RiverTree Advisors, LLC | 1.28% | New | 103,659 | $2.0M |
| Iams Wealth Management, LLC | 0.89% | Reduce -13.6% | 103,095 | $1.9M |
| AE Wealth Management LLC | 0.02% | Reduce -6.7% | 97,451 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +26.3% | 93,928 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -9.1% | 92,707 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +564.9% | 92,496 | $1.7M |
| FSB Premier Wealth Management, Inc. | 0.68% | Add +19.2% | 89,876 | $1.7M |
| IFG Advisory, LLC | 0.10% | Add +0.1% | 89,668 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +7.5% | 88,468 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -8.1% | 85,379 | $1.6M |
| Platform Technology Partners | 0.48% | Add +26.9% | 84,639 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.4% | 76,914 | $1.5M |
| WealthBridge Capital Management, LLC | 0.34% | Add +7.5% | 64,520 | $1.2M |
| IFP Advisors, Inc | 0.04% | Reduce -9.4% | 60,205 | $1.1M |
| Coppell Advisory Solutions LLC | 0.15% | Add +60.6% | 58,092 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +2.2% | 56,049 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +16.5% | 55,106 | $1.0M |
| Beacon Financial Group | 0.11% | No change | 52,292 | $987K |
| Oppenheimer & Co. Inc. | 0.01% | Add +147.5% | 52,046 | $982K |
| Private Advisor Group, LLC | 0.01% | Reduce -3.7% | 51,624 | $974K |
| Core Wealth Partners LLC | 0.54% | Add +8.3% | 49,619 | $936K |
| Mariner, LLC | 0.00% | Add +0.0% | 49,054 | $926K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +8.1% | 47,363 | $894K |
| Hilltop Holdings Inc. | 0.06% | Add +16.2% | 46,579 | $879K |
| Sequent Planning LLC | 0.32% | Add +2.0% | 46,343 | $874K |
| RFG Advisory, LLC | 0.02% | Reduce -9.6% | 46,003 | $868K |
| Daymark Wealth Partners, LLC | 0.04% | Add +83.7% | 45,618 | $861K |
| Guardian Wealth Advisors, LLC / NC | 0.07% | Reduce -17.8% | 45,000 | $849K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -17.8% | 45,000 | $849K |
| Kingsview Wealth Management, LLC | 0.02% | Add +26.8% | 44,065 | $832K |
| Maia Wealth LLC | 0.18% | Add +4.1% | 43,345 | $817K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +28.0% | 42,829 | $808K |
| Spire Wealth Management | 0.02% | Add +2.7% | 41,862 | $790K |
| Equitable Holdings, Inc. | 0.01% | Add +3.5% | 40,547 | $765K |
| Darwin Wealth Management, LLC | 0.25% | Reduce -11.4% | 39,681 | $749K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +13.2% | 35,957 | $679K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +8.5% | 33,881 | $639K |
| Continuum Advisory, LLC | 0.08% | Add +0.2% | 33,866 | $639K |
| Harbour Investments, Inc. | 0.02% | Add +10.9% | 32,014 | $604K |
| Clarus Wealth Advisors | 0.29% | Reduce -0.9% | 31,505 | $590K |
| Winebrenner Capital Management LLC | 0.45% | — | 30,645 | $578K |
| TFB Advisors LLC | 0.16% | Add +16.7% | 30,508 | $576K |
| Gateway Wealth Partners, LLC | 0.14% | Reduce -2.2% | 29,648 | $559K |
| Comerica Bank | 0.00% | Reduce -19.2% | 27,747 | $524K |
| TCFG Wealth Management, LLC | 0.26% | Add +1.8% | 27,116 | $512K |
| PFG Advisors | 0.03% | New | 26,797 | $506K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.9% | 25,854 | $488K |
| LaSalle St. Investment Advisors, LLC | 0.15% | New | 25,643 | $483K |
| Perigon Wealth Management, LLC | 0.01% | Add +85.7% | 25,277 | $477K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +10.1% | 25,248 | $476K |
| Twin Peaks Wealth Advisors, LLC | 0.19% | Add +16.4% | 24,108 | $455K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -7.3% | 24,075 | $454K |
| Private Trust Co. NA | 0.05% | Reduce -26.2% | 23,340 | $440K |
| Creative Financial Designs Inc. | 0.03% | Add +10.8% | 22,598 | $426K |
| World Investment Advisors | 0.01% | New | 22,314 | $421K |
| Merkkuri Wealth Advisors LLC | 0.28% | Reduce -12.3% | 18,447 | $348K |
| StoneX Group Inc. | 0.02% | Add +20.3% | 18,431 | $348K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.2% | 17,842 | $337K |
| IHT Wealth Management, LLC | 0.01% | New | 15,392 | $290K |
| Essex Bank | 0.07% | New | 15,079 | $284K |
| Flow Traders U.S. LLC | 0.01% | New | 14,672 | $277K |
| D.A. Davidson & Co. | 0.00% | New | 14,567 | $275K |
| Leigh Baldwin & Co., LLC | 0.23% | — | 14,425 | $272K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -33.1% | 14,417 | $272K |
| WMG Financial Advisors, LLC | 0.11% | Reduce -3.9% | 14,037 | $265K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +2.2% | 13,703 | $259K |
| Global View Capital Management LLC | 0.09% | — | 13,455 | $254K |
| Arkadios Wealth Advisors | 0.01% | Reduce -20.9% | 12,966 | $245K |
| Acorn Wealth Advisors, LLC | 0.10% | Add +7.4% | 12,947 | $244K |
| Capital Analysts, LLC | 0.01% | Add +2.3% | 12,922 | $244K |
| Prosperity Wealth Management, Inc. | 0.10% | Reduce -31.2% | 12,800 | $242K |
| Flagstar Securities, Inc. | 0.06% | Add +1.2% | 12,611 | $238K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.5% | 12,522 | $236K |
| TrueWealth Advisors, LLC | 0.07% | Reduce -6.3% | 10,464 | $197K |
| Bank of America Corp. | 0.00% | New | 10,432 | $197K |
| Pinnacle Family Advisors, LLC | 0.09% | Reduce -1.2% | 10,315 | $195K |
| Cadence Bank | 0.01% | No change | 10,269 | $194K |
| GeoWealth Management, LLC | 0.01% | Reduce -57.6% | 9,398 | $177K |
| Global Retirement Partners, LLC | 0.00% | Add +1.8% | 8,210 | $155K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +6.6% | 8,054 | $152K |
| Barrett & Company, Inc. | 0.06% | No change | 7,000 | $132K |
| Centaurus Financial, Inc. | 0.01% | Reduce -27.7% | 6,436 | $121K |
| Kestra Investment Management, LLC | 0.00% | New | 6,379 | $120K |
| Golden State Wealth Management, LLC | 0.02% | — | 5,475 | $103K |
| Synergy Investment Management, LLC | 0.04% | — | 5,183 | $98K |
| Ameriflex Group, Inc. | 0.03% | — | 3,325 | $63K |
| Raleigh Capital Management Inc. | 0.02% | Reduce -1.7% | 3,214 | $61K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 3,206 | $60K |
| Tucker Asset Management LLC | 0.01% | Add +98.3% | 2,990 | $56K |
| Principal Securities, Inc. | 0.00% | No change | 2,932 | $55K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,850 | $54K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.5% | 1,778 | $34K |
| Cwm, LLC | 0.00% | Reduce -39.2% | 1,612 | $30K |
| CoreCap Advisors, LLC | 0.00% | Reduce -54.1% | 1,499 | $28K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 1,154 | $22K |
| FLP Wealth Management, LLC | 0.05% | — | 1,035 | $20K |
| Larson Financial Group LLC | 0.00% | No change | 800 | $15K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -8.4% | 786 | $15K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.8% | 488 | $9K |
| GAMMA Investing LLC | 0.00% | Add +64.9% | 427 | $8K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 426 | $8K |
| Investors Research Corp | 0.00% | No change | 336 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 317 | $6K |
| PSI Advisors, LLC | 0.00% | No change | 263 | $5K |
| Transce3nd, LLC | 0.00% | — | 161 | $3K |
| SBI Securities Co., Ltd. | 0.00% | — | 26 | $491 |
| Capital A Wealth Management, LLC | 0.00% | — | 24 | $453 |
| Lanark Financial, Inc. | 0.01% | — | 3 | $70 |
| FMR LLC | 0.00% | Add +100.0% | 2 | $38 |
"% 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.