FT Ltd. Duration Inv GradeFSIGETF
13F holders, Q2 2025 (June 30)157holders +6
13new positions
9sold out
1famous investor
$19.11avg. 13F price*
At the end of Q2 2025, 157 institutions reported holding FT Ltd. Duration Inv Grade (FSIG) in their 13F filings, up 6 from Q1 2025. 13 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($201.7M), LPL Financial LLC ($134.4M) and Wells Fargo & Company ($63.0M). 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 2025)
- CUSIP
- 33738D804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.0M |
| Exits | 9 | $10.6M |
All 13F filers, Q1 2025 → Q2 2025: 3,275,771 shares bought and 2,262,483 shares sold, net +1,013,288 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| Morgan Stanley | 0.01% | Add +4.2% | 10,547,138 | $201.7M |
| LPL Financial LLC | 0.04% | Add +7.5% | 7,030,503 | $134.4M |
| Wells Fargo & Company | 0.01% | Add +2.1% | 3,297,148 | $63.0M |
| First Trust Advisors LP | 0.04% | Add +12.2% | 2,549,886 | $48.8M |
| Ameriprise Financial Inc. | 0.01% | Add +5.2% | 2,223,405 | $42.5M |
| Royal Bank of Canada | 0.01% | Reduce -0.5% | 1,923,182 | $36.8M |
| Csenge Advisory Group | 1.82% | Reduce -0.1% | 1,818,613 | $34.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +19.6% | 1,636,675 | $31.3M |
| Raymond James Financial Inc. | 0.01% | Add +13.7% | 1,025,541 | $19.6M |
| Vestmark Advisory Solutions, Inc. | 0.26% | Add +100.3% | 930,458 | $17.8M |
| Osaic Holdings, Inc. | 0.03% | Add +8.3% | 899,735 | $17.2M |
| Truist Financial Corp. | 0.02% | Add +45.1% | 874,139 | $16.7M |
| Stifel Financial Corp. | 0.01% | Reduce -17.3% | 742,502 | $14.2M |
| Stephens Inc. | 0.19% | Reduce -5.3% | 738,771 | $14.1M |
| Cetera Investment Advisers | 0.02% | Reduce -0.9% | 674,383 | $12.9M |
| Assetmark, Inc. | 0.02% | Add +5.8% | 500,517 | $9.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -14.5% | 440,360 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -20.3% | 425,394 | $8.1M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -0.8% | 420,921 | $8.0M |
| KMG Fiduciary Partners, LLC | 0.59% | Add +11.6% | 415,564 | $7.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -16.2% | 339,463 | $6.5M |
| &partners | 0.04% | Reduce -1.4% | 302,832 | $5.8M |
| Jones Financial Companies LLLP | 0.00% | Add +61.5% | 271,909 | $5.2M |
| TCP Asset Management, LLC | 0.91% | Add +2.1% | 239,261 | $4.6M |
| WJ Wealth Management, LLC | 1.41% | Reduce -16.4% | 233,411 | $4.5M |
| EWG Elevate Inc. | 1.21% | Reduce -0.4% | 205,087 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +108.0% | 185,514 | $3.5M |
| Benjamin Edwards Inc. | 0.04% | Add +23.1% | 172,489 | $3.3M |
| Jane Street Group, LLC | 0.01% | Reduce -43.7% | 158,757 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -11.0% | 154,327 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -26.6% | 151,904 | $2.9M |
| Center for Financial Planning, Inc. | 0.33% | Add +12.5% | 151,850 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.9% | 144,594 | $2.8M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.5% | 139,709 | $2.7M |
| Insight Advisors, LLC/ PA | 0.43% | Add +2.2% | 138,739 | $2.7M |
| Rehmann Capital Advisory Group | 0.16% | Reduce -1.8% | 135,768 | $2.6M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +6.2% | 128,114 | $2.4M |
| FSB Premier Wealth Management, Inc. | 0.82% | Add +16.5% | 120,089 | $2.3M |
| Archer Investment Corp | 0.54% | Add +1.8% | 119,210 | $2.3M |
| Stenger Family Office, LLC | 0.56% | — | 113,744 | $2.2M |
| D.A. Davidson & Co. | 0.01% | Add +23.0% | 105,648 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +10.1% | 103,294 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -7.4% | 95,622 | $1.8M |
| Park Square Financial Group, LLC | 1.32% | Reduce -23.0% | 94,991 | $1.8M |
| Platform Technology Partners | 0.44% | Reduce -0.2% | 87,427 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Reduce -0.4% | 86,383 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -53.3% | 83,801 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +24.5% | 79,677 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +1.2% | 79,252 | $1.5M |
| Iams Wealth Management, LLC | 0.67% | Add +0.1% | 76,126 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -11.4% | 75,145 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -47.9% | 75,075 | $1.4M |
| IFG Advisory, LLC | 0.07% | Reduce -59.2% | 74,279 | $1.4M |
| Visionary Wealth Advisors | 0.07% | Reduce -45.1% | 72,097 | $1.4M |
| WealthBridge Capital Management, LLC | 0.35% | Reduce -0.3% | 71,981 | $1.4M |
| Harvest Investment Services, LLC | 0.30% | Reduce -1.9% | 70,358 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +1.8% | 69,739 | $1.3M |
| Old Mission Capital LLC | 0.04% | Reduce -83.2% | 69,169 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Reduce -41.3% | 68,390 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +17.9% | 63,507 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -31.4% | 62,562 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +7.9% | 59,330 | $1.1M |
| Mariner, LLC | 0.00% | Add +18.4% | 58,335 | $1.1M |
| Balefire, LLC | 0.24% | New | 57,858 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.0% | 55,808 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | Reduce -40.1% | 54,280 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +28.6% | 53,668 | $1.0M |
| Daymark Wealth Partners, LLC | 0.04% | Add +3.7% | 52,371 | $1.0M |
| Beacon Financial Group | 0.10% | No change | 52,292 | $1000K |
| Hilltop Holdings Inc. | 0.06% | Add +4.7% | 48,879 | $935K |
| RFG Advisory, LLC | 0.02% | Add +30.2% | 47,859 | $915K |
| Sequent Planning LLC | 0.29% | Add +2.0% | 47,611 | $910K |
| Prospera Financial Services Inc | 0.02% | Add +6.8% | 47,402 | $906K |
| Continuum Advisory, LLC | 0.11% | Add +39.3% | 47,176 | $902K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.2% | 47,092 | $900K |
| Aptus Capital Advisors, LLC | 0.01% | Add +2.6% | 46,150 | $882K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +5.0% | 45,178 | $864K |
| Harbour Investments, Inc. | 0.02% | Add +12.1% | 45,124 | $863K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | No change | 45,000 | $860K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +9.2% | 42,464 | $812K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.0% | 40,638 | $777K |
| Maia Wealth LLC | 0.14% | Reduce -11.1% | 37,167 | $711K |
| AE Wealth Management LLC | 0.01% | Reduce -17.1% | 35,780 | $684K |
| Darwin Wealth Management, LLC | 0.23% | Reduce -10.6% | 35,474 | $678K |
| TFB Advisors LLC | 0.16% | Add +1.3% | 31,319 | $599K |
| Coppell Advisory Solutions LLC | 0.07% | Add +23.1% | 30,620 | $585K |
| Winebrenner Capital Management LLC | 0.45% | No change | 29,327 | $561K |
| JPMorgan Chase & Co. | 0.00% | Add +1140.1% | 28,460 | $544K |
| Comerica Bank | 0.00% | Add +13.9% | 26,923 | $515K |
| LaSalle St. Investment Advisors, LLC | 0.14% | Add +2.1% | 26,141 | $499K |
| Spire Wealth Management | 0.02% | Reduce -40.4% | 25,972 | $497K |
| Gateway Wealth Partners, LLC | 0.09% | Reduce -15.9% | 24,856 | $475K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.2% | 24,791 | $474K |
| Twin Peaks Wealth Advisors, LLC | 0.15% | Reduce -1.1% | 24,243 | $465K |
| Snowden Capital Advisors LLC | 0.01% | No change | 23,213 | $444K |
| TCFG Wealth Management, LLC | 0.20% | Reduce -18.3% | 23,168 | $443K |
| Golden State Wealth Management, LLC | 0.05% | New | 22,608 | $432K |
| StoneX Group Inc. | 0.02% | Add +5.4% | 20,789 | $397K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.4% | 20,287 | $388K |
| OneDigital Investment Advisors LLC | 0.00% | Add +12.6% | 20,156 | $385K |
| Creative Financial Designs Inc. | 0.03% | Reduce -12.4% | 19,821 | $379K |
| Tradewinds, LLC. | 0.26% | New | 18,046 | $345K |
| Merkkuri Wealth Advisors LLC | 0.26% | Reduce -3.2% | 18,046 | $345K |
| Private Trust Co. NA | 0.03% | Reduce -9.4% | 17,090 | $327K |
| Koshinski Asset Management, Inc. | 0.02% | Add +12.5% | 16,556 | $317K |
| PFG Advisors | 0.01% | Reduce -23.4% | 16,149 | $309K |
| Arax Advisory Partners | 0.01% | Add +187.3% | 15,738 | $301K |
| US Bancorp \de | 0.00% | New | 15,499 | $296K |
| Essex Bank | 0.07% | No change | 15,079 | $288K |
| Perigon Wealth Management, LLC | 0.01% | No change | 14,623 | $280K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.7% | 14,497 | $277K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -80.5% | 14,039 | $268K |
| Leigh Baldwin & Co., LLC | 0.17% | Add +3.8% | 13,850 | $265K |
| Arkadios Wealth Advisors | 0.01% | Add +11.4% | 13,668 | $261K |
| World Investment Advisors | 0.01% | Reduce -38.0% | 13,523 | $259K |
| WMG Financial Advisors, LLC | 0.09% | Reduce -4.2% | 13,064 | $250K |
| Flagstar Securities, Inc. | 0.07% | Add +0.3% | 12,795 | $245K |
| Capital Analysts, LLC | 0.01% | Reduce -4.6% | 12,602 | $241K |
| Milestones Private Investment Advisors LLC | 0.16% | — | 11,346 | $217K |
| Private Client Services, LLC | 0.08% | No change | 10,867 | $208K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +6.3% | 10,760 | $206K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 10,740 | $205K |
| Acorn Wealth Advisors, LLC | 0.07% | New | 10,480 | $200K |
| Pinnacle Family Advisors, LLC | 0.10% | New | 10,473 | $200K |
| Moloney Securities Asset Management, LLC | 0.02% | Add +1.1% | 10,450 | $200K |
| Cadence Bank | 0.01% | No change | 10,269 | $196K |
| IHT Wealth Management, LLC | 0.01% | Reduce -34.5% | 10,084 | $193K |
| Global Retirement Partners, LLC | 0.00% | — | 9,972 | $191K |
| Ameritas Advisory Services, LLC | 0.01% | New | 7,579 | $145K |
| Barrett & Company, Inc. | 0.05% | No change | 7,000 | $134K |
| Centaurus Financial, Inc. | 0.01% | No change | 6,099 | $117K |
| Tucker Asset Management LLC | 0.04% | Add +79.6% | 5,793 | $111K |
| IFP Advisors, Inc | 0.00% | Reduce -72.5% | 3,975 | $76K |
| Ameriflex Group, Inc. | 0.04% | Add +38.4% | 3,796 | $73K |
| Rossby Financial, LCC | 0.03% | Add +0.3% | 3,647 | $70K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 3,206 | $61K |
| Geneos Wealth Management Inc. | 0.00% | Add +68.7% | 2,871 | $55K |
| Principal Securities, Inc. | 0.00% | Reduce -4.9% | 2,788 | $53K |
| Lanark Financial, Inc. | 0.00% | Reduce -28.0% | 2,687 | $51K |
| Cwm, LLC | 0.00% | Add +95.4% | 1,903 | $36K |
| Raleigh Capital Management Inc. | 0.01% | Add +1.1% | 1,616 | $31K |
| Key Financial Inc | 0.01% | New | 1,496 | $29K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +2.7% | 1,092 | $21K |
| Larson Financial Group LLC | 0.00% | No change | 800 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -73.7% | 750 | $14K |
| Blair William & Co. | 0.00% | New | 694 | $13K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -21.8% | 629 | $12K |
| Bank of America Corp. | 0.00% | Reduce -44.8% | 609 | $12K |
| MPWM Advisory Solutions, LLC | 0.01% | New | 572 | $11K |
| Investors Research Corp | 0.00% | No change | 336 | $6K |
| Sunbelt Securities, Inc. | 0.00% | New | 317 | $6K |
| Hantz Financial Services, Inc. | 0.00% | No change | 264 | $5K |
| GAMMA Investing LLC | 0.00% | No change | 259 | $5K |
| American National Bank & Trust | 0.00% | No change | 193 | $4K |
| Transce3nd, LLC | 0.00% | No change | 62 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 30 | $574 |
| SBI Securities Co., Ltd. | 0.00% | No change | 25 | $478 |
"% 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.