Who Owns First Trust Limited Duration Investment Grade Corporate ETF (FSIG)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$2.2000014700055e+209T
% of Float Held
—
QoQ Change in Holders
+14 / -3
Price History
FSIG — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Csenge Advisory Group | New Position | +2.1M | +$39.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Increased | +356K | +$37.8M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +1.8M | +$35.0M |
| TRUIST FINANCIAL CORP | New Position | +976K | +$18.7M |
| STEPHENS INC /AR/ | New Position | +767K | +$14.7M |
| JONES FINANCIAL COMPANIES LLLP | New Position | +387K | +$7.0M |
| Envestnet Portfolio Solutions, Inc. | New Position | +330K | +$6.0M |
| BENJAMIN EDWARDS INC | New Position | +263K | +$5.0M |
| MGO ONE SEVEN LLC | New Position | +260K | +$5.0M |
| Mutual Advisors, LLC | New Position | +223K | +$4.3M |
| Janney Montgomery Scott LLC | New Position | +169K | +$3.0M |
| Center for Financial Planning, Inc. | New Position | +155K | +$3.0M |
| Concurrent Investment Advisors, LLC | New Position | +134K | +$2.6M |
| FSB PREMIER WEALTH MANAGEMENT, INC. | New Position | +129K | +$2.5M |
| Archer Investment Corp | New Position | +124K | +$2.4M |
FSIG — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | Decreased | -42K | -$46.0B |
| OSAIC HOLDINGS, INC. | Decreased | -348K | -$24.5B |
| RAYMOND JAMES FINANCIAL INC | Decreased | -130K | -$18.5B |
| Integrated Wealth Concepts LLC | Closed Position | -414K | -$8.0B |
| NewEdge Advisors, LLC | Decreased | -9K | -$7.6B |
| Uniting Wealth Partners, LLC | Closed Position | -333K | -$6.4B |
| Rehmann Capital Advisory Group | Decreased | -20K | -$2.8B |
| EWG Elevate Inc. | Closed Position | -139K | -$2.7B |
| DAVENPORT & Co LLC | Decreased | -624 | -$2.6B |
| Kestra Advisory Services, LLC | Decreased | -2K | -$2.6B |
| Insight Advisors, LLC/ PA | Decreased | -20K | -$2.0B |
| Orion Porfolio Solutions, LLC | Decreased | -964 | -$2.0B |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Decreased | -1K | -$1.5B |
| IAMS WEALTH MANAGEMENT, LLC | Decreased | -22K | -$1.4B |
| Sigma Planning Corp | Decreased | -14K | -$1.4B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 11,476,172 | $220.0M | 0.01% | Share |
| 2 | LPL Financial LLC | 7,681,212 | $147.0M | 0.04% | Share |
| 3 | FIRST TRUST ADVISORS LP | 2,871,862 | $55.0M | 0.04% | Share |
| 4 | AMERIPRISE FINANCIAL INC | 2,332,419 | $44.0M | 0.01% | Share |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 356,568 | $40.6M | 0.03% | Share |
| 6 | Csenge Advisory Group | 2,078,177 | $39.9M | 1.80% | Share |
| 7 | ROYAL BANK OF CANADA | 1,981,136 | $38.0M | 0.01% | Share |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1,840,718 | $35.0M | 0.01% | Share |
| 9 | WELLS FARGO & COMPANY/MN | 1,828,852 | $35.0M | 0.01% | Share |
| 10 | WELLS FARGO & COMPANY/MN | 1,598,120 | $30.0M | 0.01% | Share |
| 11 | TRUIST FINANCIAL CORP | 975,904 | $18.7M | 0.02% | Share |
| 12 | STIFEL FINANCIAL CORP | 840,448 | $16.0M | 0.01% | Share |
| 13 | Cetera Investment Advisers | 845,272 | $16.0M | 0.02% | Share |
| 14 | STEPHENS INC /AR/ | 767,295 | $14.7M | 0.18% | Share |
| 15 | OSAIC HOLDINGS, INC. | 659,175 | $12.0M | 0.02% | Share |
| 16 | ASSETMARK, INC | 552,196 | $10.6M | 0.02% | Share |
| 17 | Vestmark Advisory Solutions, Inc. | 533,519 | $10.2M | 0.14% | Share |
| 18 | KMG FIDUCIARY PARTNERS, LLC | 437,138 | $8.4M | 0.60% | Share |
| 19 | Cambridge Investment Research Advisors, Inc. | 428,141 | $8.0M | 0.02% | Share |
| 20 | RAYMOND JAMES FINANCIAL INC | 426,149 | $8.0M | 0.00% | Share |
| 21 | RAYMOND JAMES FINANCIAL INC | 405,587 | $7.0M | 0.00% | Share |
| 22 | NewEdge Advisors, LLC | 385,612 | $7.0M | 0.03% | Share |
| 23 | JONES FINANCIAL COMPANIES LLLP | 387,154 | $7.0M | 0.00% | Share |
| 24 | Envestnet Portfolio Solutions, Inc. | 330,150 | $6.0M | 0.02% | Share |
| 25 | TCP Asset Management, LLC | 277,797 | $5.3M | 0.90% | Share |
| 26 | BENJAMIN EDWARDS INC | 263,051 | $5.0M | 0.06% | Share |
| 27 | OSAIC HOLDINGS, INC. | 268,868 | $5.0M | 0.01% | Share |
| 28 | MGO ONE SEVEN LLC | 259,971 | $5.0M | 0.10% | Share |
| 29 | Mutual Advisors, LLC | 223,134 | $4.3M | 0.09% | Share |
| 30 | &PARTNERS | 241,017 | $4.0M | 0.02% | Share |
| 31 | IFG Advisory, LLC | 242,073 | $4.0M | 0.17% | Share |
| 32 | Janney Montgomery Scott LLC | 168,500 | $3.0M | 0.01% | Share |
| 33 | Center for Financial Planning, Inc. | 154,976 | $3.0M | 0.31% | Share |
| 34 | DAVENPORT & Co LLC | 136,862 | $2.6M | 0.01% | Share |
| 35 | FSB PREMIER WEALTH MANAGEMENT, INC. | 128,536 | $2.5M | 0.78% | Share |
| 36 | Rehmann Capital Advisory Group | 125,344 | $2.4M | 0.13% | Share |
| 37 | Archer Investment Corp | 124,069 | $2.4M | 0.54% | Share |
| 38 | Concurrent Investment Advisors, LLC | 122,395 | $2.3M | 0.03% | Share |
| 39 | D.A. DAVIDSON & CO. | 116,507 | $2.2M | 0.01% | Share |
| 40 | U.S. Capital Wealth Advisors, LLC | 110,720 | $2.1M | 0.06% | Share |
| 41 | RFG Advisory, LLC | 106,502 | $2.0M | 0.04% | Share |
| 42 | Platform Technology Partners | 108,365 | $2.0M | 0.43% | Share |
| 43 | MML INVESTORS SERVICES, LLC | 104,451 | $2.0M | 0.00% | Share |
| 44 | COMMONWEALTH EQUITY SERVICES, LLC | 134,227 | $2.0M | 0.00% | Share |
| 45 | Kestra Advisory Services, LLC | 133,108 | $2.0M | 0.01% | Share |
| 46 | DAYMARK WEALTH PARTNERS, LLC | 87,867 | $1.7M | 0.05% | Share |
| 47 | Insight Advisors, LLC/ PA | 85,348 | $1.6M | 0.25% | Share |
| 48 | PARK AVENUE SECURITIES LLC | 80,556 | $1.5M | 0.01% | Share |
| 49 | Balefire, LLC | 79,425 | $1.5M | 0.30% | Share |
| 50 | KESTRA PRIVATE WEALTH SERVICES, LLC | 76,356 | $1.5M | 0.02% | Share |
FSIG Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 158 | $951.0M | +70 |
| Q3 2025 | 88 | $734.8B | -52 |
| Q2 2025 | 140 | $606.0B | -5 |
| Q1 2025 | 145 | $830.1B | +12 |
| Q4 2024 | 133 | $77.3T | +29 |
| Q3 2024 | 104 | $557.6T | -2 |
| Q2 2024 | 106 | $526.7T | +11 |
| Q1 2024 | 95 | $512.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold FSIG (First Trust Limited Duration Investment Grade Corporate ETF). The largest holder is MORGAN STANLEY with $220.0M in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own FSIG?
As of Q4 2025, 50 institutional investors report holding FSIG (First Trust Limited Duration Investment Grade Corporate ETF) in their 13F filings.
Who is the largest institutional holder of FSIG?
The largest institutional holder of FSIG is MORGAN STANLEY with $220.0M in shares.
Is institutional ownership of FSIG increasing or decreasing?
This quarter, 14 institutions opened new positions in FSIG and 3 closed their positions.