FT Ltd. Duration Inv GradeFSIGETF
13F holders, Q1 2025 (March 31)151holders −7
14new positions
17sold out
1famous investor
$18.94avg. 13F price*
At the end of Q1 2025, 151 institutions reported holding FT Ltd. Duration Inv Grade (FSIG) in their 13F filings, down 7 from Q4 2024. 14 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($191.8M), LPL Financial LLC ($123.8M) and Wells Fargo & Company ($61.1M). 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 (Q1 2025)
- CUSIP
- 33738D804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $19.2M |
| Exits | 17 | $14.3M |
All 13F filers, Q4 2024 → Q1 2025: 3,782,901 shares bought and 4,249,286 shares sold, net −466,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| Morgan Stanley | 0.01% | Reduce -7.0% | 10,125,297 | $191.8M |
| LPL Financial LLC | 0.05% | Reduce -8.9% | 6,538,696 | $123.8M |
| Wells Fargo & Company | 0.01% | Add +7.1% | 3,228,379 | $61.1M |
| First Trust Advisors LP | 0.04% | Reduce -18.6% | 2,273,494 | $43.1M |
| Ameriprise Financial Inc. | 0.01% | Add +107.3% | 2,114,550 | $40.1M |
| Royal Bank of Canada | 0.01% | Add +10.4% | 1,933,444 | $36.6M |
| Csenge Advisory Group | 1.96% | Add +0.4% | 1,821,335 | $34.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -10.1% | 1,368,102 | $25.9M |
| Raymond James Financial Inc. | 0.01% | Add +3.7% | 902,025 | $17.1M |
| Stifel Financial Corp. | 0.02% | Add +33.6% | 898,082 | $17.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -2.4% | 830,806 | $15.7M |
| Stephens Inc. | 0.22% | Reduce -17.1% | 779,891 | $14.8M |
| Cetera Investment Advisers | 0.03% | Reduce -1.9% | 680,286 | $12.9M |
| Truist Financial Corp. | 0.02% | Add +16.5% | 602,457 | $11.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +13.3% | 534,013 | $10.1M |
| NewEdge Advisors, LLC | 0.06% | Add +16.0% | 514,983 | $9.8M |
| Assetmark, Inc. | 0.02% | Reduce -4.8% | 473,279 | $9.0M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Reduce -0.7% | 464,648 | $8.8M |
| Integrated Wealth Concepts LLC | 0.09% | Add +0.6% | 424,328 | $8.0M |
| Old Mission Capital LLC | 0.15% | New | 412,509 | $7.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -9.4% | 405,249 | $7.7M |
| KMG Fiduciary Partners, LLC | 0.59% | Add +10.1% | 372,271 | $7.1M |
| Naviter Wealth, LLC | 0.72% | Add +7.4% | 312,345 | $5.9M |
| &partners | 0.06% | Add +86.6% | 307,229 | $5.9M |
| Jane Street Group, LLC | 0.01% | Add +90.3% | 281,857 | $5.3M |
| WJ Wealth Management, LLC | 1.87% | New | 279,358 | $5.3M |
| TCP Asset Management, LLC | 0.99% | Add +2.1% | 234,240 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.4% | 206,967 | $3.9M |
| EWG Elevate Inc. | 1.48% | Add +5.7% | 205,950 | $3.9M |
| IFG Advisory, LLC | 0.19% | Add +103.2% | 182,175 | $3.5M |
| Citadel Advisors | 0.00% | New | 179,241 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -23.1% | 173,321 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +82.0% | 168,355 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -2.6% | 165,644 | $3.1M |
| Sigma Planning Corp | 0.09% | Reduce -1.8% | 143,965 | $2.7M |
| DAVENPORT & Co LLC | 0.02% | Add +0.0% | 140,366 | $2.7M |
| Benjamin Edwards Inc. | 0.04% | Add +9.4% | 140,139 | $2.7M |
| Rehmann Capital Advisory Group | 0.16% | Reduce -56.4% | 138,290 | $2.6M |
| Insight Advisors, LLC/ PA | 0.45% | Add +3.4% | 135,788 | $2.6M |
| Center for Financial Planning, Inc. | 0.33% | No change | 135,030 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -64.8% | 132,736 | $2.5M |
| Visionary Wealth Advisors | 0.15% | Reduce -0.5% | 131,342 | $2.5M |
| Park Square Financial Group, LLC | 1.86% | Reduce -23.8% | 123,396 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +6.2% | 120,668 | $2.3M |
| Archer Investment Corp | 0.58% | Reduce -0.6% | 117,069 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Reduce -12.3% | 116,559 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -4.5% | 103,247 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -4.5% | 103,247 | $2.0M |
| FSB Premier Wealth Management, Inc. | 0.76% | Add +14.7% | 103,069 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -0.1% | 93,792 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.7% | 91,126 | $1.7M |
| Flow Traders U.S. LLC | 0.07% | Add +517.9% | 90,660 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.5% | 89,186 | $1.7M |
| Platform Technology Partners | 0.48% | Add +3.5% | 87,578 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Reduce -19.7% | 86,692 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +489.8% | 85,918 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -4.1% | 84,811 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -8.3% | 78,306 | $1.5M |
| Iams Wealth Management, LLC | 0.66% | Reduce -26.2% | 76,082 | $1.4M |
| WealthBridge Capital Management, LLC | 0.39% | Add +11.8% | 72,162 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 72,135 | $1.4M |
| Harvest Investment Services, LLC | 0.38% | Reduce -53.3% | 71,751 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.9% | 68,526 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +14.2% | 64,006 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +10.5% | 57,509 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +24.8% | 54,970 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +32.9% | 53,882 | $1.0M |
| Beacon Financial Group | 0.11% | No change | 52,292 | $990K |
| Daymark Wealth Partners, LLC | 0.04% | Add +10.7% | 50,502 | $957K |
| Private Advisor Group, LLC | 0.01% | Reduce -3.8% | 49,675 | $941K |
| Mariner, LLC | 0.00% | Add +0.4% | 49,254 | $933K |
| Sequent Planning LLC | 0.32% | Add +0.7% | 46,670 | $884K |
| Hilltop Holdings Inc. | 0.06% | Add +0.2% | 46,670 | $884K |
| Guardian Wealth Advisors, LLC / NC | 0.07% | No change | 45,000 | $852K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 45,000 | $852K |
| Prospera Financial Services Inc | 0.02% | Reduce -61.4% | 44,371 | $840K |
| Spire Wealth Management | 0.03% | Add +4.2% | 43,606 | $826K |
| AE Wealth Management LLC | 0.01% | Reduce -55.7% | 43,161 | $817K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.5% | 43,046 | $815K |
| Atria Investments, Inc | 0.01% | Reduce -24.3% | 41,736 | $790K |
| Maia Wealth LLC | 0.18% | Reduce -3.5% | 41,808 | $788K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +14.1% | 41,039 | $777K |
| Harbour Investments, Inc. | 0.02% | Add +25.7% | 40,249 | $762K |
| Darwin Wealth Management, LLC | 0.25% | No change | 39,681 | $749K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +14.8% | 38,892 | $737K |
| RFG Advisory, LLC | 0.02% | Reduce -20.1% | 36,746 | $696K |
| Continuum Advisory, LLC | 0.08% | No change | 33,866 | $641K |
| TFB Advisors LLC | 0.17% | Add +1.4% | 30,926 | $586K |
| Gateway Wealth Partners, LLC | 0.13% | Reduce -0.3% | 29,563 | $560K |
| Winebrenner Capital Management LLC | 0.50% | Reduce -4.3% | 29,327 | $555K |
| TCFG Wealth Management, LLC | 0.27% | Add +4.6% | 28,373 | $537K |
| LaSalle St. Investment Advisors, LLC | 0.11% | Reduce -0.1% | 25,612 | $485K |
| Coppell Advisory Solutions LLC | 0.07% | Reduce -57.2% | 24,881 | $473K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.2% | 24,501 | $464K |
| Twin Peaks Wealth Advisors, LLC | 0.21% | Add +1.7% | 24,511 | $463K |
| Comerica Bank | 0.00% | Reduce -14.8% | 23,633 | $448K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.6% | 23,213 | $440K |
| Creative Financial Designs Inc. | 0.03% | Add +0.1% | 22,629 | $429K |
| World Investment Advisors | 0.01% | Reduce -2.3% | 21,796 | $413K |
| PFG Advisors | 0.02% | Reduce -21.3% | 21,093 | $400K |
| Core Wealth Partners LLC | 0.22% | Reduce -59.1% | 20,286 | $384K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -21.6% | 19,804 | $375K |
| StoneX Group Inc. | 0.02% | Add +7.0% | 19,726 | $374K |
| Private Trust Co. NA | 0.04% | Reduce -19.2% | 18,857 | $357K |
| Merkkuri Wealth Advisors LLC | 0.30% | Add +1.1% | 18,644 | $353K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.3% | 17,894 | $339K |
| IHT Wealth Management, LLC | 0.01% | No change | 15,392 | $292K |
| Essex Bank | 0.07% | No change | 15,079 | $285K |
| Koshinski Asset Management, Inc. | 0.02% | New | 14,717 | $279K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -42.1% | 14,623 | $277K |
| IFP Advisors, Inc | 0.01% | Reduce -76.0% | 14,464 | $274K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +5.1% | 14,396 | $273K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -4.4% | 13,789 | $261K |
| WMG Financial Advisors, LLC | 0.11% | Reduce -2.9% | 13,636 | $258K |
| Leigh Baldwin & Co., LLC | 0.20% | Reduce -7.5% | 13,350 | $253K |
| Capital Analysts, LLC | 0.01% | Add +2.2% | 13,211 | $250K |
| Flagstar Securities, Inc. | 0.06% | Add +1.1% | 12,756 | $242K |
| Arkadios Wealth Advisors | 0.01% | Reduce -5.4% | 12,268 | $232K |
| Two Sigma Securities, LLC | 0.03% | New | 11,995 | $227K |
| Global View Capital Management LLC | 0.08% | Reduce -17.8% | 11,057 | $209K |
| Virtue Capital Management, LLC | 0.02% | New | 11,023 | $209K |
| Private Client Services, LLC | 0.10% | New | 10,867 | $206K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 10,336 | $196K |
| Cadence Bank | 0.01% | No change | 10,269 | $194K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -19.1% | 10,124 | $192K |
| GeoWealth Management, LLC | 0.01% | Add +0.2% | 9,420 | $178K |
| Barrett & Company, Inc. | 0.06% | No change | 7,000 | $133K |
| Centaurus Financial, Inc. | 0.01% | Reduce -5.2% | 6,099 | $116K |
| Synergy Investment Management, LLC | 0.04% | Add +7.2% | 5,556 | $105K |
| Arax Advisory Partners | 0.01% | New | 5,477 | $104K |
| Lanark Financial, Inc. | 0.01% | — | 3,730 | $70K |
| Rossby Financial, LCC | 0.03% | New | 3,638 | $69K |
| Tucker Asset Management LLC | 0.02% | Add +7.9% | 3,226 | $61K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 3,206 | $61K |
| Principal Securities, Inc. | 0.00% | No change | 2,932 | $55K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 2,850 | $54K |
| Ameriflex Group, Inc. | 0.02% | Reduce -17.5% | 2,742 | $52K |
| JPMorgan Chase & Co. | 0.00% | New | 2,295 | $43K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -4.3% | 1,702 | $32K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -50.3% | 1,598 | $30K |
| Bank of America Corp. | 0.00% | Reduce -89.4% | 1,104 | $21K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -7.9% | 1,063 | $20K |
| Cwm, LLC | 0.00% | Reduce -39.6% | 974 | $18K |
| Wagner Wealth Management, LLC | 0.00% | Add +2.3% | 804 | $15K |
| Larson Financial Group LLC | 0.00% | No change | 800 | $15K |
| Investors Research Corp | 0.00% | No change | 336 | $6K |
| Hantz Financial Services, Inc. | 0.00% | New | 264 | $5K |
| GAMMA Investing LLC | 0.00% | Reduce -39.3% | 259 | $5K |
| American National Bank & Trust | 0.00% | New | 193 | $4K |
| Transce3nd, LLC | 0.00% | Reduce -61.5% | 62 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.9% | 25 | $474 |
"% 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.