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FSIG Institutional Ownership

First Trust Limited Duration Investment Grade Corporate ETF
1W: -0.2% 1M: -1.8% 3M: -2.6% YTD: -3.4% 1Y: -2.8% 3Y: +12.0%
$18.40
-0.02 (-0.11%)
 
Weekly Expected Move ±0.6%
$18 $18 $18 $19 $19
ETF AMEX · AUM $1.5B

Institutional Ownership — FSIG

177
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
21
New Positions
74
Increased
63
Reduced
13
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (196 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 12,394,310 $228M +37,846 +0.3% 18Q SEC ↗
2 LPL Financial LLC 8,421,429 $155M -205,110 -2.4% 15Q SEC ↗
3 WELLS FARGO & COMPANY/MN 3,827,738 $70M +177,382 +4.9% 16Q SEC ↗
4 FIRST TRUST ADVISORS LP 2,890,767 $53M -382,078 -11.7% 15Q SEC ↗
5 Csenge Advisory Group 2,132,892 $39M +29,332 +1.4% 13Q SEC ↗
6 ROYAL BANK OF CANADA 2,110,286 $39M +66,987 +3.3% 13Q SEC ↗
7 ENVESTNET ASSET MANAGEMENT INC 1,972,353 $36M +7,017 +0.4% 15Q SEC ↗
8 AMERIPRISE FINANCIAL INC 1,668,435 $31M -59,371 -3.4% 9Q SEC ↗
9 STIFEL FINANCIAL CORP 1,018,327 $19M -254,103 -20.0% 14Q SEC ↗
10 TRUIST FINANCIAL CORP 1,009,886 $19M -19,046 -1.9% 15Q SEC ↗
11 OSAIC HOLDINGS, INC. 1,001,684 $18M +65,467 +7.0% 18Q SEC ↗
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 942,594 $17M +918,669 +3839.8% 2Q SEC ↗
13 Cetera Investment Advisers 894,818 $16M +25,151 +2.9% 15Q SEC ↗
14 RAYMOND JAMES FINANCIAL INC 790,413 $15M +12,860 +1.7% 7Q SEC ↗
15 CITADEL ADVISORS LLC NEW 562,561 $10M — +0.0% 1Q SEC ↗
16 Vestmark Advisory Solutions, Inc. 554,003 $10M — +0.0% 10Q SEC ↗
17 GOLDMAN SACHS GROUP INC NEW 536,341 $10M — +0.0% 1Q SEC ↗
18 ASSETMARK, INC 534,714 $10M -69,929 -11.6% 13Q SEC ↗
19 JONES FINANCIAL COMPANIES LLLP 491,286 $9M +51,163 +11.6% 9Q SEC ↗
20 Cambridge Investment Research Advisors 478,165 $9M -9,776 -2.0% 14Q SEC ↗
21 OLD MISSION CAPITAL LLC NEW 454,135 $8M — +0.0% 1Q SEC ↗
22 NewEdge Advisors, LLC 375,737 $7M -18,475 -4.7% 15Q SEC ↗
23 STEPHENS INC /AR 356,844 $7M +1,921 +0.5% 14Q SEC ↗
24 KINTRA WEALTH, LLC NEW 344,453 $6M — +0.0% 1Q SEC ↗
25 TCP Asset Management, LLC 317,321 $6M +29,047 +10.1% 14Q SEC ↗
26 MGO ONE SEVEN LLC 301,187 $6M +4,749 +1.6% 3Q SEC ↗
27 Envestnet Portfolio Solutions, Inc. 300,136 $6M -19,098 -6.0% 12Q SEC ↗
28 VAQUERO PRIVATE WEALTH, LTD NEW 289,470 $5M — +0.0% 1Q SEC ↗
29 IFG Advisory, LLC NEW 278,822 $5M — +0.0% 1Q SEC ↗
30 BENJAMIN EDWARDS INC 275,648 $5M +16,503 +6.4% 14Q SEC ↗
31 &PARTNERS 260,285 $5M +18,637 +7.7% 8Q SEC ↗
32 COMMONWEALTH EQUITY SERVICES, LLC 232,464 $4M +24,294 +11.7% 16Q SEC ↗
33 Arax Advisory Partners 230,021 $4M +215,859 +1524.2% 3Q SEC ↗
34 Integrated Wealth Concepts LLC 209,657 $4M +14,523 +7.4% 2Q SEC ↗
35 Platform Technology Partners 203,116 $4M +103,518 +103.9% 9Q SEC ↗
36 Janney Montgomery Scott LLC 177,723 $3M -2,037 -1.1% 11Q SEC ↗
37 RFG Advisory, LLC 176,300 $3M +39,739 +29.1% 15Q SEC ↗
38 CWM, LLC 145,831 $3M +144,010 +7908.3% 9Q SEC ↗
39 DAVENPORT & Co LLC 140,244 $3M -6,816 -4.6% 15Q SEC ↗
40 UBS AM, a distinct business unit of UB 138,173 $3M — +0.0% 2Q SEC ↗
41 Archer Investment Corp 131,826 $2M +4,856 +3.8% 14Q SEC ↗
42 D.A. DAVIDSON & CO. 127,687 $2M +2,928 +2.3% 7Q SEC ↗
43 Center for Financial Planning, Inc. 124,915 $2M -6,855 -5.2% 7Q SEC ↗
44 PARK AVENUE SECURITIES LLC 124,884 $2M +19,944 +19.0% 14Q SEC ↗
45 U.S. Capital Wealth Advisors, LLC 116,662 $2M +5,942 +5.4% 10Q SEC ↗
46 MML INVESTORS SERVICES, LLC 112,995 $2M +12,471 +12.4% 12Q SEC ↗
47 Orion Porfolio Solutions, LLC 112,598 $2M +6,623 +6.2% 14Q SEC ↗
48 Avior Wealth Management, LLC 110,548 $2M -42,386 -27.7% 2Q SEC ↗
49 Stenger Family Office, LLC 107,758 $2M -4,570 -4.1% 5Q SEC ↗
50 J.W. COLE ADVISORS, INC. NEW 98,269 $2M — +0.0% 1Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +918,669 +3839.8% 942,594
Arax Advisory Partners +215,859 +1524.2% 230,021
WELLS FARGO & COMPANY/MN +177,382 +4.9% 3,827,738
CWM, LLC +144,010 +7908.3% 145,831
Platform Technology Partners +103,518 +103.9% 203,116
ROYAL BANK OF CANADA +66,987 +3.3% 2,110,286
OSAIC HOLDINGS, INC. +65,467 +7.0% 1,001,684
JONES FINANCIAL COMPANIES LLLP +51,163 +11.6% 491,286
Private Advisor Group, LLC +41,361 +85.7% 89,606
RFG Advisory, LLC +39,739 +29.1% 176,300
MORGAN STANLEY +37,846 +0.3% 12,394,310
JANE STREET GROUP, LLC +34,441 +255.2% 47,935
Csenge Advisory Group +29,332 +1.4% 2,132,892
TCP Asset Management, LLC +29,047 +10.1% 317,321
Accurate Wealth Management, LLC +26,260 +42.4% 88,136
Altium Investment Strategies LLC +26,260 +42.8% 87,600
Cetera Investment Advisers +25,151 +2.9% 894,818
COMMONWEALTH EQUITY SERVICES, LLC +24,294 +11.7% 232,464
Steward Partners Investment Advisor +24,173 +57.0% 66,609
Aptus Capital Advisors, LLC +23,310 +139.2% 40,060
Biggest Decreases (20)
HolderReducedChange %Total Shares
FIRST TRUST ADVISORS LP -382,078 -11.7% 2,890,767
STIFEL FINANCIAL CORP -254,103 -20.0% 1,018,327
LPL Financial LLC -205,110 -2.4% 8,421,429
ASSETMARK, INC -69,929 -11.6% 534,714
FSB PREMIER WEALTH MANAGEMENT, INC. -61,764 -46.3% 71,538
AMERIPRISE FINANCIAL INC -59,371 -3.4% 1,668,435
US BANCORP \DE -47,177 -85.9% 7,734
Avior Wealth Management, LLC -42,386 -27.7% 110,548
Sequent Planning LLC -38,236 -74.6% 13,049
DAYMARK WEALTH PARTNERS, LLC -23,940 -30.0% 55,930
Envestnet Portfolio Solutions, Inc. -19,098 -6.0% 300,136
TRUIST FINANCIAL CORP -19,046 -1.9% 1,009,886
NewEdge Advisors, LLC -18,475 -4.7% 375,737
Balefire, LLC -14,999 -18.0% 68,302
Gateway Wealth Partners, LLC -12,779 -22.5% 44,068
Equitable Holdings, Inc. -10,345 -15.9% 54,652
Cambridge Investment Research Advis -9,776 -2.0% 478,165
Farther Finance Advisors, LLC -8,954 -97.1% 271
Rehmann Capital Advisory Group -8,072 -9.5% 77,240
Center for Financial Planning, Inc. -6,855 -5.2% 124,915

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms