Who owns First Trust Limited Duration Investment Grade Corporate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FSIG from SEC Form 13F filings across 164 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 164 institutions disclosed 53.6M shares of First Trust Limited Duration Investment Grade Corporate ETF worth $1.01B — about 64.5% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
164
13F holders
$1.01B
value, 2026 filers
64.5%
of shares outstanding (53.6M sh)
23
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FSIG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 12.4M | $233.7M | 0.0% | 14.9% | +0.3% |
| 2 | LPL Financial LLC | 8.4M | $158.8M | 0.0% | 10.1% | -2.4% |
| 3 | WELLS FARGO & COMPANY/MN | 3.8M | $72.2M | 0.0% | 4.6% | +4.9% |
| 4 | FIRST TRUST ADVISORS LP | 2.9M | $54.5M | 0.0% | 3.5% | -11.7% |
| 5 | Csenge Advisory Group | 2.1M | $40.2M | 1.6% | 2.6% | +1.4% |
| 6 | ROYAL BANK OF CANADA | 2.1M | $39.8M | 0.0% | 2.5% | +3.3% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 2.0M | $37.2M | 0.0% | 2.4% | +0.4% |
| 8 | AMERIPRISE FINANCIAL INC | 1.7M | $31.5M | 0.0% | 2% | -3.4% |
| 9 | STIFEL FINANCIAL CORP | 1.0M | $19.2M | 0.0% | 1.2% | -20.0% |
| 10 | TRUIST FINANCIAL CORP | 1.0M | $19.0M | 0.0% | 1.2% | -1.9% |
| 11 | OSAIC HOLDINGS, INC. | 1.0M | $18.9M | 0.0% | 1.2% | +7.0% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 942,594 | $17.8M | 0.0% | 1.1% | +3839.8% |
| 13 | Cetera Investment Advisers | 894,818 | $16.9M | 0.0% | 1.1% | +2.9% |
| 14 | RAYMOND JAMES FINANCIAL INC | 790,413 | $14.9M | 0.0% | 1% | +1.7% |
| 15 | CITADEL ADVISORS LLCNEW | 562,561 | $10.6M | 0.0% | 0.7% | new |
| 16 | Vestmark Advisory Solutions, Inc. | 554,003 | $10.4M | 0.1% | 0.7% | 0.0% |
| 17 | GOLDMAN SACHS GROUP INCNEW | 536,341 | $10.1M | 0.0% | 0.6% | new |
| 18 | ASSETMARK, INC | 534,714 | $10.1M | 0.0% | 0.6% | -11.6% |
| 19 | JONES FINANCIAL COMPANIES LLLP | 491,286 | $9.3M | 0.0% | 0.6% | +11.6% |
| 20 | Cambridge Investment Research Advisors, Inc. | 478,165 | $9.0M | 0.0% | 0.6% | -2.0% |
| 21 | OLD MISSION CAPITAL LLCNEW | 454,135 | $8.6M | 0.1% | 0.5% | new |
| 22 | NewEdge Advisors, LLC | 375,737 | $7.1M | 0.0% | 0.5% | +307.4% |
| 23 | STEPHENS INC /AR/ | 356,844 | $6.7M | 0.1% | 0.4% | +0.5% |
| 24 | KINTRA WEALTH, LLCNEW | 344,453 | $6.5M | 0.3% | 0.4% | new |
| 25 | TCP Asset Management, LLC | 317,321 | $6.0M | 0.7% | 0.4% | +10.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.