Security record · archived quarter
FSIG
First Trust Limited Duration Investment Grade Corporate ETF · Financial Services · Asset Management
28Tracked holders
0Δ holders
37.59MShares held
$721.37MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +2 | 41.87M | $789.41M | +3 | −1 |
| Q1 2026 | 29 | +1 | 40.56M | $768.08M | +4 | −3 |
| Q4 2025 | 28 | 0 | 37.59M | $721.37M | +1 | −1 |
| Q3 2025 | 3 | 0 | 11.06M | $212.41M | — | — |
| Q2 2025 | 1 | 0 | 83.80K | $1.60M | — | — |
| Q1 2025 | 1 | +1 | 179.24K | $3.39M | +1 | — |
| Q3 2024 | 1 | 0 | 32.96K | $632,794 | — | — |
| Q2 2024 | 1 | — | 122.88K | $2.30M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 11.48M | +4.2% | $220.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 11.48M | +4.2% | $220.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 7.68M | — | $147.40M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 3.43M | — | $65.76M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 3.43M | — | $65.76M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | First Trust Advisors Lp | 2.87M | — | $55.11M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 2.35M | — | $45.17M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 2.35M | — | $45.17M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 2.35M | — | $45.17M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.99M | — | $38.17M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 1.99M | — | $38.17M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 1.99M | — | $38.17M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 1.84M | — | $35.32M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 975.90K | — | $18.73M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 928.11K | — | $17.81M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 928.11K | — | $17.81M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 928.11K | — | $17.81M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 845.27K | — | $16.22M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 843.75K | — | $16.19M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 843.75K | — | $16.19M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 831.74K | — | $15.96M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 831.74K | — | $15.96M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 552.20K | — | $10.60M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 387.15K | — | $7.43M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 134.23K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 104.45K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 81.28K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 59.26K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 59.26K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mariner, LLC | 53.19K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 42.78K | New | $820,948 | 0.0% | New | 1 | SEC ↗ |
| 32 | Jane Street Group, Llc | 35.94K | — | $689,593 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Hrt Financial Lp | 34.24K | — | $657,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 21.85K | — | $419,261 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 8.36K | — | $160,435 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 7.81K | — | $149,797 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cwm, Llc | 1.82K | — | $35,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 1.62K | -36.8% | $31,175 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 1.62K | -36.8% | $31,175 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 171 | — | $3,281 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $820,948 | 0.0% |
Exited
| Citadel Advisors | $796,485 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 156 holders, 50.91M shares, $952.21M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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