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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $12.3M |
| Exits | 12 | $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 |
| Private Trust Co. NA | 0.03% | Add +10.4% | 18,874 | $362K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.3% | 18,676 | $358K |
| World Investment Advisors | 0.01% | New | 17,522 | $336K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -7.4% | 17,216 | $330K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 16,978 | $326K |
| Harbour Investments, Inc. | 0.01% | Reduce -68.0% | 16,863 | $324K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +7.1% | 16,824 | $323K |
| Perigon Wealth Management, LLC | 0.01% | Add +8.4% | 15,818 | $304K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +38.7% | 15,743 | $302K |
| Acorn Wealth Advisors, LLC | 0.09% | Add +5.7% | 15,299 | $294K |
| Arkadios Wealth Advisors | 0.01% | Add +1.4% | 15,123 | $290K |
| Essex Bank | 0.06% | No change | 15,079 | $289K |
| TFB Advisors LLC | 0.08% | Add +1.2% | 14,420 | $277K |
| Arax Advisory Partners | 0.01% | New | 14,162 | $272K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.0% | 13,878 | $266K |
| Leigh Baldwin & Co., LLC | 0.17% | Reduce -1.3% | 13,768 | $264K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -13.3% | 13,395 | $257K |
| Flagstar Securities, Inc. | 0.08% | Add +1.3% | 13,114 | $252K |
| Kovack Advisors, Inc. | 0.01% | New | 12,833 | $246K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +1.8% | 12,702 | $244K |
| Milestones Private Investment Advisors LLC | 0.17% | Add +10.5% | 12,539 | $241K |
| BAM Wealth Management, LLC | 0.16% | New | 11,189 | $215K |
| Pinnacle Family Advisors, LLC | 0.09% | Add +1.6% | 10,964 | $210K |
| Private Client Services, LLC | 0.06% | No change | 10,812 | $207K |
| Rossby Financial, LCC | 0.06% | Add +1.4% | 10,625 | $204K |
| Asset Allocation Strategies LLC | 0.04% | New | 10,263 | $197K |
| Sound Income Strategies, LLC | 0.01% | New | 10,077 | $193K |
| Global Retirement Partners, LLC | 0.00% | Reduce -1.9% | 9,879 | $190K |
| Capital Analysts, LLC | 0.00% | Reduce -29.1% | 9,010 | $173K |
| Centaurus Financial, Inc. | 0.01% | Add +49.8% | 8,952 | $172K |
| Smartleaf Asset Management LLC | 0.01% | Add +2775.7% | 8,742 | $168K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.2% | 8,360 | $160K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5283.4% | 7,806 | $150K |
| Barrett & Company, Inc. | 0.04% | No change | 7,000 | $134K |
| Tucker Asset Management LLC | 0.03% | Add +2.0% | 5,038 | $97K |
| Triumph Capital Management | 0.02% | New | 4,087 | $78K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 3,302 | $63K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 3,206 | $62K |
| Creative Financial Designs Inc. | 0.00% | Add +0.9% | 2,889 | $55K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,871 | $55K |
| Lanark Financial, Inc. | 0.00% | No change | 2,687 | $52K |
| Godfrey Financial Associates, Inc. | 0.03% | — | 1,884 | $36K |
| Cwm, LLC | 0.00% | Add +7.2% | 1,821 | $35K |
| Raleigh Capital Management Inc. | 0.01% | Add +1.4% | 1,657 | $32K |
| JPMorgan Chase & Co. | 0.00% | Add +26.4% | 1,624 | $31K |
| Key Financial Inc | 0.01% | No change | 1,496 | $29K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 1,092 | $21K |
| Larson Financial Group LLC | 0.00% | Reduce -39.3% | 800 | $15K |
| Wagner Wealth Management, LLC | 0.00% | Add +1.4% | 645 | $12K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 572 | $11K |
| IFP Advisors, Inc | 0.00% | Reduce -89.6% | 358 | $7K |
| McGuire Capital Advisors Inc. | 0.00% | — | 348 | $7K |
| Bullseye Investment Management, LLC | 0.00% | New | 264 | $5K |
| GAMMA Investing LLC | 0.00% | No change | 259 | $5K |
| American National Bank & Trust | 0.00% | No change | 193 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -53.7% | 187 | $4K |
| Bank of America Corp. | 0.00% | Add +85.9% | 171 | $3K |
| Signature Equity Partners, LLC | 0.00% | — | 107 | $2K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 104 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.9% | 25 | $480 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 8 | $146 |
"% 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.