FT Ltd. Duration Inv GradeFSIGETF

13F holders, Q4 2025 (December 31)
161holders +12
19new positions
12sold out
$19.19avg. 13F price*

At the end of Q4 2025, 161 institutions reported holding FT Ltd. Duration Inv Grade (FSIG) in their 13F filings, up 12 from Q3 2025. 19 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($220.2M), LPL Financial LLC ($147.4M) and Wells Fargo & Company ($65.8M).

Company
FT Ltd. Duration Inv Grade
Filed as
FIRST TR EXCHANGE-TRADED FD (Q4 2025)
CUSIP
33738D804
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 138Q1 2024Q2 2024: 146Q2 2024Q3 2024: 148Q3 2024Q4 2024: 158Q4 2024Q1 2025: 151Q1 2025Q2 2025: 157Q2 2025Q3 2025: 149Q3 2025Q4 2025: 161Q4 2025Q1 2026: 158Q1 2026Q2 2026: 164Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions19$12.3M
Exits12$16.1M

All 13F filers, Q3 2025 → Q4 2025: 2,921,421 shares bought and 1,626,251 shares sold, net +1,295,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 161 holders

Morgan Stanley 0.01% Add +4.2% 11,476,255 $220.2M
LPL Financial LLC 0.04% Add +8.8% 7,681,212 $147.4M
Wells Fargo & Company 0.01% Add +2.1% 3,426,972 $65.8M
First Trust Advisors LP 0.04% Add +10.5% 2,871,862 $55.1M
Ameriprise Financial Inc. 0.01% Reduce -1.7% 2,354,045 $45.2M
Csenge Advisory Group 1.80% Add +4.0% 2,078,177 $39.9M
Royal Bank of Canada 0.01% Add +3.3% 1,988,948 $38.2M
Envestnet Asset Management Inc. 0.01% Add +4.4% 1,840,718 $35.3M
Truist Financial Corp. 0.03% Add +6.2% 975,904 $18.7M
Osaic Holdings, Inc. 0.03% Reduce -27.3% 928,113 $17.8M
Cetera Investment Advisers 0.02% Add +3.1% 845,272 $16.2M
Stifel Financial Corp. 0.01% Add +10.0% 843,748 $16.2M
Raymond James Financial Inc. 0.01% Reduce -13.5% 831,736 $16.0M
Stephens Inc. 0.18% Add +2.6% 767,295 $14.7M
Assetmark, Inc. 0.02% Add +2.5% 552,196 $10.6M
Vestmark Advisory Solutions, Inc. 0.14% Add +6.9% 533,519 $10.2M
KMG Fiduciary Partners, LLC 0.60% Add +3.0% 437,138 $8.4M
Cambridge Investment Research Advisors, Inc. 0.02% Add +3.5% 428,141 $8.2M
Jones Financial Companies LLLP 0.00% Add +18.7% 387,154 $7.4M
NewEdge Advisors, LLC 0.03% Reduce -2.3% 385,612 $7.4M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -0.2% 330,150 $6.3M
TCP Asset Management, LLC 0.90% Add +10.2% 277,797 $5.3M
Benjamin Edwards Inc. 0.06% Add +33.3% 263,051 $5.0M
Mgo One Seven LLC 0.10% New 259,971 $5.0M
IFG Advisory, LLC 0.20% Add +5.9% 242,073 $4.6M
&partners 0.02% Add +2.9% 241,017 $4.6M
Mutual Advisors, LLC 0.09% Reduce -2.3% 223,134 $4.3M
Janney Montgomery Scott LLC 0.01% Add +11.8% 168,500 $3.2M
Center for Financial Planning, Inc. 0.31% Reduce -5.5% 154,976 $3.0M
DAVENPORT & Co LLC 0.01% Reduce -0.5% 136,862 $2.6M
Commonwealth Equity Services, LLC 0.00% Reduce -7.8% 134,227 $2.6M
Concurrent Investment Advisors, LLC 0.03% Add +9.1% 133,708 $2.6M
Kestra Advisory Services, LLC 0.01% Reduce -1.2% 133,108 $2.6M
FSB Premier Wealth Management, Inc. 0.78% Add +1.6% 128,536 $2.5M
Rehmann Capital Advisory Group 0.13% Reduce -13.8% 125,344 $2.4M
Archer Investment Corp 0.54% Add +1.3% 124,069 $2.4M
D.A. Davidson & Co. 0.01% Add +5.2% 116,507 $2.2M
Stenger Family Office, LLC 0.44% Reduce -6.7% 112,116 $2.2M
U.S. Capital Wealth Advisors, LLC 0.06% Add +1.2% 110,720 $2.1M
Platform Technology Partners 0.44% Add +12.9% 108,365 $2.1M
RFG Advisory, LLC 0.04% Add +64.7% 106,502 $2.0M
MML Investors Services, LLC 0.00% Add +19.1% 104,451 $2.0M
Orion Porfolio Solutions, LLC 0.01% Reduce -0.9% 101,025 $1.9M
Daymark Wealth Partners, LLC 0.05% Add +16.9% 87,867 $1.7M
Insight Advisors, LLC/ PA 0.25% Reduce -19.0% 85,348 $1.6M
HighTower Advisors, LLC 0.00% Add +2.0% 81,276 $1.6M
Park Avenue Securities LLC 0.01% Reduce -1.4% 80,556 $1.5M
Balefire, LLC 0.30% Add +23.8% 79,425 $1.5M
Kestra Private Wealth Services, LLC 0.02% Reduce -1.6% 76,356 $1.5M
WealthBridge Capital Management, LLC 0.32% Add +0.3% 74,249 $1.4M
J.W. Cole Advisors, Inc. 0.03% Add +24.9% 70,262 $1.3M
Oppenheimer & Co. Inc. 0.02% Add +9.8% 68,081 $1.3M
Harvest Investment Services, LLC 0.23% Reduce -10.2% 62,351 $1.2M
Equitable Holdings, Inc. 0.01% Reduce -0.5% 61,982 $1.2M
Prospera Financial Services Inc 0.02% Add +10.0% 60,187 $1.2M
Bank of New York Mellon Corp 0.00% Reduce -22.7% 59,262 $1.1M
Sigma Planning Corp 0.03% Reduce -19.3% 57,606 $1.1M
Atria Investments, Inc 0.01% Reduce -3.6% 55,726 $1.1M
Crusonia Wealth Advisors LLC 0.23% — 55,471 $1.1M
Kingsview Wealth Management, LLC 0.02% Reduce -14.7% 55,470 $1.1M
Pacific Excel Wealth Advisors, Inc. 2.01% — 55,335 $1.1M
Iams Wealth Management, LLC 0.37% Reduce -29.3% 53,207 $1.0M
Mariner, LLC 0.00% Reduce -0.4% 53,188 $1.0M
Hilltop Holdings Inc. 0.06% Reduce -6.8% 52,905 $1.0M
Continuum Advisory, LLC 0.10% Add +6.5% 49,746 $955K
Sequent Planning LLC 0.24% Reduce -1.2% 49,477 $949K
Private Advisor Group, LLC 0.00% Add +0.6% 49,092 $942K
Keating Financial Advisory Services, Inc. 0.12% — 47,390 $909K
Summit Financial, LLC 0.01% Reduce -15.2% 46,207 $887K
TrueWealth Financial Partners 0.72% New 45,317 $870K
True Blue Financial, LLC 0.72% — 45,317 $870K
Wedbush Securities Inc. 0.02% New 44,222 $849K
Goldman Sachs Group Inc. 0.00% New 42,780 $821K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.1% 42,028 $807K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -1.3% 41,987 $806K
Flow Traders U.S. LLC 0.03% New 41,675 $800K
Guardian Wealth Advisors, LLC / NC 0.05% No change 41,000 $787K
Aptus Capital Advisors, LLC 0.01% No change 41,000 $787K
Park Square Financial Group, LLC 4.52% Reduce -26.2% 40,375 $762K
Winebrenner Capital Management LLC 0.48% Add +7.1% 37,493 $719K
RiverTree Advisors, LLC 0.44% New 36,169 $694K
Jane Street Group, LLC 0.00% Reduce -17.0% 35,935 $690K
Darwin Wealth Management, LLC 0.21% Add +3.7% 35,865 $688K
Beacon Financial Group 0.07% No change 35,213 $676K
Axxcess Wealth Management, LLC 0.01% New 34,644 $665K
HRT Financial LP 0.00% New 34,244 $657K
AE Wealth Management LLC 0.00% Reduce -10.9% 30,516 $586K
Maia Wealth LLC 0.10% Reduce -17.7% 30,336 $583K
LaSalle St. Investment Advisors, LLC 0.08% Add +0.6% 26,318 $505K
Tsfg, LLC 0.07% Add +1.3% 25,430 $488K
Ascent Group, LLC 0.02% Add +19.1% 25,410 $488K
Sanctuary Advisors, LLC 0.00% Reduce -8.8% 25,191 $483K
Twin Peaks Wealth Advisors, LLC 0.14% Reduce -3.3% 25,166 $483K
Spire Wealth Management 0.02% Reduce -0.6% 24,270 $466K
Coppell Advisory Solutions LLC 0.05% Reduce -10.5% 24,223 $465K
Comerica Bank 0.00% Reduce -10.1% 24,228 $465K
Gateway Wealth Partners, LLC 0.05% Reduce -2.6% 22,720 $436K
US Bancorp \de 0.00% Reduce -5.1% 21,848 $419K
Stratos Wealth Partners, LTD. 0.00% Reduce -2.9% 21,318 $409K
StoneX Group Inc. 0.02% Add +0.7% 21,044 $404K

"% 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.

Show all 161 holders