FT Ltd. Duration Inv GradeFSIGETF
13F holders, Q1 2026 (March 31)158holders −3
19new positions
22sold out
$18.94avg. 13F price*
At the end of Q1 2026, 158 institutions reported holding FT Ltd. Duration Inv Grade (FSIG) in their 13F filings, down 3 from Q4 2025. 19 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($234.0M), LPL Financial LLC ($163.4M) and Wells Fargo & Company ($69.1M).
- Company
- FT Ltd. Duration Inv Grade
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q1 2026)
- CUSIP
- 33738D804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $20.2M |
| Exits | 22 | $13.6M |
All 13F filers, Q4 2025 → Q1 2026: 5,042,692 shares bought and 2,432,683 shares sold, net +2,610,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 158 holders
| Morgan Stanley | 0.01% | Add +7.7% | 12,356,464 | $234.0M |
| LPL Financial LLC | 0.04% | Add +12.3% | 8,626,539 | $163.4M |
| Wells Fargo & Company | 0.01% | Add +6.5% | 3,650,356 | $69.1M |
| First Trust Advisors LP | 0.04% | Add +14.0% | 3,272,845 | $62.0M |
| Csenge Advisory Group | 1.82% | Add +1.2% | 2,103,560 | $39.8M |
| Royal Bank of Canada | 0.01% | Add +2.7% | 2,043,299 | $38.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.8% | 1,965,336 | $37.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -26.6% | 1,727,806 | $32.7M |
| Stifel Financial Corp. | 0.02% | Add +50.8% | 1,272,430 | $24.1M |
| Truist Financial Corp. | 0.03% | Add +5.4% | 1,028,932 | $19.5M |
| Osaic Holdings, Inc. | 0.03% | Add +0.9% | 936,217 | $17.7M |
| Cetera Investment Advisers | 0.02% | Add +2.9% | 869,667 | $16.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.5% | 777,553 | $14.7M |
| Assetmark, Inc. | 0.02% | Add +9.5% | 604,643 | $11.5M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +3.8% | 554,003 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +14.0% | 487,941 | $9.2M |
| Jones Financial Companies LLLP | 0.00% | Add +13.7% | 440,123 | $8.3M |
| NewEdge Advisors, LLC | 0.03% | Add +2.2% | 394,212 | $7.5M |
| Stephens Inc. | 0.08% | Reduce -53.7% | 354,923 | $6.7M |
| KMG Fiduciary Partners, LLC | 0.48% | Reduce -22.1% | 340,507 | $6.4M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -3.3% | 319,234 | $6.0M |
| Mgo One Seven LLC | 0.11% | Add +14.0% | 296,438 | $5.6M |
| TCP Asset Management, LLC | 0.70% | Add +3.8% | 288,274 | $5.5M |
| Independent Advisor Alliance | 0.06% | New | 277,945 | $5.3M |
| Benjamin Edwards Inc. | 0.05% | Reduce -1.5% | 259,145 | $4.9M |
| &partners | 0.02% | Add +0.3% | 241,648 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +55.1% | 208,170 | $3.9M |
| Integrated Wealth Concepts LLC | 0.03% | New | 195,134 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.7% | 179,760 | $3.4M |
| Avior Wealth Management, LLC | 0.08% | New | 152,934 | $2.9M |
| DAVENPORT & Co LLC | 0.02% | Add +7.5% | 147,060 | $2.8M |
| Cwm, LLC | 0.01% | Add +7908.3% | 145,831 | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 138,173 | $2.6M |
| RFG Advisory, LLC | 0.05% | Add +28.2% | 136,561 | $2.6M |
| FSB Premier Wealth Management, Inc. | 0.79% | Add +3.7% | 133,302 | $2.5M |
| Center for Financial Planning, Inc. | 0.26% | Reduce -15.0% | 131,770 | $2.5M |
| Archer Investment Corp | 0.51% | Add +2.3% | 126,970 | $2.4M |
| D.A. Davidson & Co. | 0.01% | Add +7.1% | 124,759 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +5.4% | 116,662 | $2.2M |
| Stenger Family Office, LLC | 0.38% | Add +0.2% | 112,328 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +4.9% | 105,975 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Add +30.3% | 104,940 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -23.9% | 101,266 | $1.9M |
| MML Investors Services, LLC | 0.01% | Reduce -3.8% | 100,524 | $1.9M |
| Platform Technology Partners | 0.36% | Reduce -8.1% | 99,598 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -29.8% | 93,840 | $1.8M |
| WealthBridge Capital Management, LLC | 0.39% | Add +19.4% | 88,624 | $1.7M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -31.9% | 85,312 | $1.6M |
| Insight Advisors, LLC/ PA | 0.31% | Reduce -0.4% | 85,001 | $1.6M |
| Balefire, LLC | 0.30% | Add +4.9% | 83,301 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +2.3% | 83,132 | $1.6M |
| Pacific Excel Wealth Advisors, Inc. | 1.61% | Add +46.2% | 80,875 | $1.5M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -9.1% | 79,870 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Add +28.2% | 77,153 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -6.2% | 71,636 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +4.9% | 64,997 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -3.6% | 65,602 | $1.2M |
| UBS Group AG | 0.00% | New | 64,412 | $1.2M |
| Accurate Wealth Management, LLC | 0.14% | New | 61,876 | $1.2M |
| Altium Investment Strategies LLC | 3.43% | — | 61,340 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +9.8% | 60,885 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +8.3% | 60,357 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 59,449 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +3.1% | 59,395 | $1.1M |
| Harvest Investment Services, LLC | 0.20% | Reduce -5.5% | 58,915 | $1.1M |
| Gateway Wealth Partners, LLC | 0.04% | Add +150.2% | 56,847 | $1.1M |
| Continuum Advisory, LLC | 0.10% | Add +14.2% | 56,791 | $1.1M |
| Crusonia Wealth Advisors LLC | 0.22% | Add +0.4% | 55,709 | $1.1M |
| US Bancorp \de | 0.00% | Add +151.3% | 54,911 | $1.0M |
| Mariner, LLC | 0.00% | Add +0.4% | 53,417 | $1.0M |
| Twin Peaks Wealth Advisors, LLC | 0.25% | Add +106.3% | 51,907 | $983K |
| Sequent Planning LLC | 0.23% | Add +3.6% | 51,285 | $971K |
| Iams Wealth Management, LLC | 0.33% | Reduce -5.0% | 50,566 | $958K |
| Everest Financial Group LLC | 0.15% | New | 48,500 | $919K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.7% | 48,245 | $914K |
| Mutual Advisors, LLC | 0.02% | Reduce -79.3% | 46,082 | $873K |
| True Blue Financial, LLC | 0.68% | Add +0.9% | 45,733 | $866K |
| Wedbush Securities Inc. | 0.02% | Reduce -3.7% | 42,594 | $807K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.0% | 42,436 | $804K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.4% | 42,137 | $798K |
| Winebrenner Capital Management LLC | 0.46% | No change | 37,493 | $710K |
| Park Square Financial Group, LLC | 5.26% | Reduce -9.4% | 36,573 | $693K |
| Beacon Financial Group | 0.07% | No change | 35,213 | $667K |
| Maia Wealth LLC | 0.10% | Add +2.4% | 31,059 | $588K |
| AE Wealth Management LLC | 0.00% | Reduce -2.2% | 29,832 | $565K |
| Keating Financial Advisory Services, Inc. | 0.09% | Reduce -39.0% | 28,918 | $548K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Reduce -0.7% | 26,138 | $495K |
| Ascent Group, LLC | 0.02% | Add +2.5% | 26,033 | $493K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.1% | 25,961 | $492K |
| Tsfg, LLC | 0.07% | Add +1.1% | 25,721 | $487K |
| Spire Wealth Management | 0.02% | Add +3.9% | 25,204 | $477K |
| Susquehanna International Group, LLP | 0.00% | New | 23,925 | $453K |
| Fifth Third Bancorp | 0.00% | New | 23,738 | $450K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +40.8% | 23,690 | $449K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +10.9% | 23,646 | $448K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +36.4% | 23,154 | $439K |
| Summit Financial, LLC | 0.01% | Reduce -53.3% | 21,578 | $409K |
| Triad Wealth Partners, LLC | 0.03% | New | 21,453 | $406K |
| Harbour Investments, Inc. | 0.01% | Add +15.6% | 19,497 | $369K |
| Barrett & Company, Inc. | 0.13% | Add +177.1% | 19,394 | $367K |
"% 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.