FT Ltd. Duration Inv GradeFSIGETF
13F holders, Q3 2025 (September 30)149holders −8
11new positions
18sold out
1famous investor
$19.21avg. 13F price*
At the end of Q3 2025, 149 institutions reported holding FT Ltd. Duration Inv Grade (FSIG) in their 13F filings, down 8 from Q2 2025. 11 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($211.6M), LPL Financial LLC ($135.7M) and Wells Fargo & Company ($64.5M). 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 2025)
- CUSIP
- 33738D804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $8.9M |
| Exits | 18 | $14.1M |
All 13F filers, Q2 2025 → Q3 2025: 2,827,634 shares bought and 1,845,748 shares sold, net +981,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Morgan Stanley | 0.01% | Add +4.4% | 11,013,206 | $211.6M |
| LPL Financial LLC | 0.04% | Add +0.5% | 7,062,431 | $135.7M |
| Wells Fargo & Company | 0.01% | Add +1.8% | 3,356,084 | $64.5M |
| First Trust Advisors LP | 0.04% | Add +1.9% | 2,598,830 | $49.9M |
| Ameriprise Financial Inc. | 0.01% | Add +7.8% | 2,395,790 | $46.0M |
| Csenge Advisory Group | 1.83% | Add +9.8% | 1,997,699 | $38.4M |
| Royal Bank of Canada | 0.01% | Add +0.1% | 1,925,973 | $37.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.8% | 1,763,472 | $33.9M |
| Osaic Holdings, Inc. | 0.03% | Add +41.9% | 1,276,394 | $24.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.2% | 961,994 | $18.5M |
| Truist Financial Corp. | 0.02% | Add +5.2% | 919,250 | $17.7M |
| Cetera Investment Advisers | 0.02% | Add +21.6% | 819,788 | $15.7M |
| Stifel Financial Corp. | 0.01% | Add +3.3% | 767,248 | $14.7M |
| Stephens Inc. | 0.18% | Add +1.3% | 747,984 | $14.4M |
| Assetmark, Inc. | 0.02% | Add +7.6% | 538,616 | $10.3M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Reduce -46.3% | 499,261 | $9.6M |
| KMG Fiduciary Partners, LLC | 0.55% | Add +2.1% | 424,447 | $8.2M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -1.7% | 413,863 | $8.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.7% | 413,729 | $7.9M |
| NewEdge Advisors, LLC | 0.03% | Reduce -10.4% | 394,753 | $7.6M |
| Uniting Wealth Partners, LLC | 1.51% | New | 333,181 | $6.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -2.6% | 330,786 | $6.4M |
| Jones Financial Companies LLLP | 0.00% | Add +20.0% | 326,266 | $6.3M |
| TCP Asset Management, LLC | 0.86% | Add +5.3% | 252,013 | $4.8M |
| &partners | 0.03% | Reduce -22.7% | 234,129 | $4.5M |
| Mutual Advisors, LLC | 0.10% | Add +234.1% | 228,477 | $4.4M |
| IFG Advisory, LLC | 0.20% | Add +207.8% | 228,615 | $4.4M |
| Benjamin Edwards Inc. | 0.04% | Add +14.4% | 197,417 | $3.8M |
| Center for Financial Planning, Inc. | 0.34% | Add +8.0% | 164,066 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.8% | 150,680 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 145,568 | $2.8M |
| Rehmann Capital Advisory Group | 0.15% | Add +7.1% | 145,367 | $2.8M |
| EWG Elevate Inc. | 0.84% | Reduce -32.1% | 139,204 | $2.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.6% | 137,486 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -12.7% | 134,729 | $2.6M |
| FSB Premier Wealth Management, Inc. | 0.80% | Add +5.3% | 126,483 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -4.3% | 122,544 | $2.4M |
| Archer Investment Corp | 0.53% | Add +2.7% | 122,447 | $2.4M |
| Stenger Family Office, LLC | 0.48% | Add +5.6% | 120,126 | $2.3M |
| D.A. Davidson & Co. | 0.01% | Add +4.8% | 110,759 | $2.1M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +5.9% | 109,402 | $2.1M |
| Insight Advisors, LLC/ PA | 0.31% | Reduce -24.1% | 105,361 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +6.7% | 101,989 | $2.0M |
| Platform Technology Partners | 0.44% | Add +9.8% | 95,962 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +16.7% | 87,689 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Reduce -5.4% | 81,737 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.0% | 79,649 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.1% | 77,600 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +10.0% | 76,694 | $1.5M |
| Iams Wealth Management, LLC | 0.58% | Reduce -1.1% | 75,250 | $1.4M |
| Daymark Wealth Partners, LLC | 0.05% | Add +43.5% | 75,169 | $1.4M |
| WealthBridge Capital Management, LLC | 0.33% | Add +2.8% | 73,990 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -4.9% | 71,418 | $1.4M |
| Harvest Investment Services, LLC | 0.27% | Reduce -1.3% | 69,466 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +9.6% | 65,037 | $1.2M |
| RFG Advisory, LLC | 0.03% | Add +35.1% | 64,665 | $1.2M |
| Balefire, LLC | 0.25% | Add +10.9% | 64,159 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.9% | 62,267 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Add +11.1% | 61,981 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +7.8% | 57,826 | $1.1M |
| Hilltop Holdings Inc. | 0.06% | Add +16.1% | 56,775 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +24.5% | 56,265 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +15.4% | 54,719 | $1.1M |
| Park Square Financial Group, LLC | 4.54% | Reduce -42.4% | 54,709 | $1.1M |
| Summit Financial, LLC | 0.02% | New | 54,469 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -8.5% | 53,395 | $1.0M |
| Harbour Investments, Inc. | 0.02% | Add +16.7% | 52,665 | $1.0M |
| Sequent Planning LLC | 0.27% | Add +5.2% | 50,081 | $962K |
| Private Advisor Group, LLC | 0.00% | Add +3.6% | 48,798 | $937K |
| Continuum Advisory, LLC | 0.09% | Reduce -1.0% | 46,720 | $897K |
| Jane Street Group, LLC | 0.00% | Reduce -72.7% | 43,318 | $832K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.2% | 42,532 | $817K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.6% | 42,494 | $816K |
| Citadel Advisors | 0.00% | Reduce -50.5% | 41,462 | $796K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Reduce -8.9% | 41,000 | $788K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -11.2% | 41,000 | $788K |
| Maia Wealth LLC | 0.12% | Reduce -0.8% | 36,866 | $709K |
| Beacon Financial Group | 0.07% | Reduce -32.7% | 35,213 | $676K |
| Winebrenner Capital Management LLC | 0.48% | Add +19.3% | 34,993 | $672K |
| Darwin Wealth Management, LLC | 0.21% | Reduce -2.5% | 34,586 | $664K |
| AE Wealth Management LLC | 0.00% | Reduce -4.3% | 34,260 | $658K |
| Sanctuary Advisors, LLC | 0.00% | Add +11.4% | 27,617 | $531K |
| Coppell Advisory Solutions LLC | 0.06% | Reduce -11.6% | 27,066 | $520K |
| Comerica Bank | 0.00% | Add +0.1% | 26,953 | $518K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Add +0.1% | 26,171 | $502K |
| Twin Peaks Wealth Advisors, LLC | 0.17% | Add +7.4% | 26,029 | $500K |
| Tsfg, LLC | 0.08% | New | 25,094 | $482K |
| Spire Wealth Management | 0.02% | Reduce -6.0% | 24,415 | $469K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -6.1% | 23,330 | $448K |
| US Bancorp \de | 0.00% | Add +48.6% | 23,025 | $442K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +8.2% | 21,951 | $422K |
| Ascent Group, LLC | 0.01% | New | 21,341 | $410K |
| StoneX Group Inc. | 0.02% | Add +0.6% | 20,904 | $402K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -6.2% | 18,916 | $363K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -17.8% | 18,591 | $357K |
| Private Trust Co. NA | 0.03% | No change | 17,090 | $328K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +8.3% | 15,705 | $302K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -6.7% | 15,445 | $297K |
| Essex Bank | 0.07% | No change | 15,079 | $290K |
| Arkadios Wealth Advisors | 0.01% | Add +9.1% | 14,912 | $286K |
"% 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.