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FT LTD Duration INV Grade (FSIG)

CUSIP: 33738D804 | NYSE | 295 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.18,864,88022.8%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.18,864,880
22.8% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Csenge Advisory Group1,961,352
1.4% of portfolio›$36.0M
Truist Financial Corp1,010,877
0.0% of portfolio›$18.6M
Assetmark, Inc590,379
0.0% of portfolio›$10.9M
Cambridge Investment Research Advisors, Inc.498,391
0.1% of portfolio›$9.2M
TCP Asset Management, LLC327,175
0.7% of portfolio›$6.0M
Vaquero Private Wealth, LTD289,578
1.1% of portfolio›$5.3M
Commonwealth Equity Services, LLC246,853
0.0% of portfolio›$4.5M
RFG Advisory, LLC209,367
0.1% of portfolio›$3.8M
Platform Technology Partners203,413
0.6% of portfolio›$3.7M
Park Avenue Securities LLC145,534
0.0% of portfolio›$2.7M
MGO One Seven LLC140,168
0.0% of portfolio›$2.6M
Kestra Advisory Services, LLC128,316
0.0% of portfolio›$2.4M
D.A. Davidson & Co.125,337
0.0% of portfolio›$2.3M
Center for Financial Planning, Inc.124,915
0.2% of portfolio›$2.3M
Concurrent Investment Advisors, LLC120,050
0.0% of portfolio›$2.2M
Davenport & Co LLC117,088
0.0% of portfolio›$2.2M
Avior Wealth Management, LLC105,133
0.1% of portfolio›$1.9M
WealthBridge Capital Management, LLC103,791
0.4% of portfolio›$1.9M
Prospera Financial Services Inc90,307
0.0% of portfolio›$1.7M
Accurate Wealth Management, LLC88,672
0.1% of portfolio›$1.6M
Altium Investment Strategies LLC87,600
1.8% of portfolio›$1.6M
Insight Advisors, LLC/ PA78,434
0.3% of portfolio›$1.4M
Kestra Private Wealth Services, LLC70,973
0.0% of portfolio›$1.3M
Atria Investments, Inc65,986
0.0% of portfolio›$1.2M
Balefire, LLC61,623
0.2% of portfolio›$1.1M
Sigma Planning Corp59,749
0.0% of portfolio›$1.1M
Crusonia Wealth Advisors LLC56,269
0.2% of portfolio›$1.0M
BAM Wealth Management, LLC49,460
0.5% of portfolio›$909.1K
Ashton Thomas Private Wealth, LLC45,325
0.0% of portfolio›$833.1K
Daymark Wealth Partners, LLC44,782
0.0% of portfolio›$823.1K
Oppenheimer & Co Inc42,302
0.0% of portfolio›$777.5K
Wedbush Securities Inc42,138
0.0% of portfolio›$775.0K
Iams Wealth Management, LLC40,465
0.2% of portfolio›$743.8K
Pacific Excel Wealth Advisors, Inc.39,528
0.8% of portfolio›$727.1K
Tsfg, LLC33,253
0.3% of portfolio›$611.0K
Winebrenner Capital Management LLC30,027
0.4% of portfolio›$551.9K
Triumph Capital Management28,760
0.1% of portfolio›$528.6K
Ascent Group, LLC26,829
0.0% of portfolio›$493.1K
Spire Wealth Management26,645
0.0% of portfolio›$489.7K
Stenger Family Office, LLC26,413
0.1% of portfolio›$487.6K
Private Trust Co NA26,058
0.0% of portfolio›$478.9K
Maia Wealth LLC24,068
0.1% of portfolio›$442.4K
Perigon Wealth Management, LLC21,278
0.0% of portfolio›$391.1K
Barrett & Company, Inc.20,044
0.1% of portfolio›$368.4K
Dynamic Advisor Solutions LLC16,232
0.0% of portfolio›$298.3K
Essex Bank15,015
0.1% of portfolio›$275.8K
Private Client Services, LLC14,214
0.1% of portfolio›$261.3K
Parallel Advisors, LLC13,516
0.0% of portfolio›$248.4K
Capital Investment Advisory Services, LLC13,140
0.0% of portfolio›$241.3K
Milestones Private Investment Advisors LLC12,999
0.2% of portfolio›$238.9K
Koshinski Asset Management, Inc.12,175
0.0% of portfolio›$223.8K
TrueWealth Advisors, LLC10,549
0.0% of portfolio›$193.9K
Golden State Wealth Management, LLC4,556
0.0% of portfolio›$83.7K
Pinnacle Bancorp, Inc.3,206
0.0% of portfolio›$58.9K
Signature Equity Partners, LLC3,108
0.0% of portfolio›$57.1K
Creative Financial Designs Inc2,872
0.0% of portfolio›$52.8K
Lanark Financial, Inc.2,162
0.0% of portfolio›$39.7K
Compass Financial Management LLC1,782
0.0% of portfolio›$32.8K
Quest 10 Wealth Builders, Inc.1,392
0.0% of portfolio›$25.6K
Raleigh Capital Management Inc.1,164
0.0% of portfolio›$21.4K
Tounjian Advisory Partners, LLC924
0.0% of portfolio›$17.0K
Cullen T Bankers, Inc.397
0.0% of portfolio›$7.3K
IFP Advisors, Inc267
0.0% of portfolio›$4.9K
Gamma Investing LLC259
0.0% of portfolio›$4.8K
American National Bank & Trust193
0.0% of portfolio›$3.5K
Key Capital Management, Inc148
0.0% of portfolio›$2.7K
Lloyd Advisory Services, Llc.61
0.0% of portfolio›$1.1K
CX Institutional52
0.0% of portfolio›$1
SBI Securities Co., Ltd.25
0.0% of portfolio›$460
Allspring Global Investments Holdings, LLC1
0.0% of portfolio›$23
StyleTurnoverLocationFiled
Csenge Advisory Group
1,961,352$36.0M1.4%ETFMediumClearwater, FL2026-11-04
Truist Financial Corp
1,010,877$18.6M0.0%CoreLowCharlotte, NC2026-10-30
Assetmark, Inc
590,379$10.9M0.0%ETFLowConcord, CA2026-10-21
Cambridge Investment Research Advisors, Inc.
498,391$9.2M0.1%ETFLowFairfield, IA2026-11-02
TCP Asset Management, LLC
327,175$6.0M0.7%ETFLowUpper Arlington, OH2026-10-14
Vaquero Private Wealth, LTD
289,578$5.3M1.1%ETFN/ADallas, TX2026-10-27
Commonwealth Equity Services, LLC
246,853$4.5M0.0%ETFLowWaltham, MA2026-11-02
RFG Advisory, LLC
209,367$3.8M0.1%ETFMediumBirmingham, AL2026-11-03
Platform Technology Partners
203,413$3.7M0.6%CoreVery LowLocust Valley, NY2026-11-02
Park Avenue Securities LLC
145,534$2.7M0.0%ETFMediumNew York, NY2026-10-26
MGO One Seven LLC
140,168$2.6M0.0%GrowthLowBeachwood, OH2026-10-28
Kestra Advisory Services, LLC
128,316$2.4M0.0%CoreLowAustin, TX2026-11-02
D.A. Davidson & Co.
125,337$2.3M0.0%CoreLowGreat Falls, MT2026-10-28
Center for Financial Planning, Inc.
124,915$2.3M0.2%ETFLowSouthfied, MI2026-10-26
Concurrent Investment Advisors, LLC
120,050$2.2M0.0%GrowthMediumTampa, FL2026-10-16
Davenport & Co LLC
117,088$2.2M0.0%CoreMediumRichmond, VA2026-10-14
Avior Wealth Management, LLC
105,133$1.9M0.1%ETFMediumOmaha, NE2026-10-13
WealthBridge Capital Management, LLC
103,791$1.9M0.4%ETFLowWesterville, OH2026-10-16
Prospera Financial Services Inc
90,307$1.7M0.0%CoreMediumDallas, TX2026-11-04
Accurate Wealth Management, LLC
88,672$1.6M0.1%CoreMediumWesley Chapel, FL2026-10-20
Altium Investment Strategies LLC
87,600$1.6M1.8%ETFLowWesley Chapel, FL2026-10-20
Insight Advisors, LLC/ PA
78,434$1.4M0.3%ETFMediumNewtown, PA2026-10-22
Kestra Private Wealth Services, LLC
70,973$1.3M0.0%GrowthLowAustin, TX2026-10-30
Atria Investments, Inc
65,986$1.2M0.0%CoreMediumCharlotte, NC2026-10-15
Balefire, LLC
61,623$1.1M0.2%ETFMediumDallas, TX2026-10-09
Sigma Planning Corp
59,749$1.1M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Crusonia Wealth Advisors LLC
56,269$1.0M0.2%ETFVery LowDenver, CO2026-10-26
BAM Wealth Management, LLC
49,460$909.1K0.5%ETFHighLakewood, CO2026-10-15
Ashton Thomas Private Wealth, LLC
45,325$833.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Daymark Wealth Partners, LLC
44,782$823.1K0.0%CoreLowCincinnati, OH2026-11-04
Oppenheimer & Co Inc
42,302$777.5K0.0%CoreLowNew York, NY2026-10-26
Wedbush Securities Inc
42,138$775.0K0.0%CoreLowPasadena, CA2026-10-22
Iams Wealth Management, LLC
40,465$743.8K0.2%CoreMediumOmaha, NE2026-10-15
Pacific Excel Wealth Advisors, Inc.
39,528$727.1K0.8%ETFHighWalnut Creek, CA2026-10-27
Tsfg, LLC
33,253$611.0K0.3%ETFLowLake Forest, IL2026-10-23
Winebrenner Capital Management LLC
30,027$551.9K0.4%ETFLowLouisville, KY2026-10-07
Triumph Capital Management
28,760$528.6K0.1%ETFMediumDenver, CO2026-10-14
Ascent Group, LLC
26,829$493.1K0.0%CoreLowVirginia Beach, VA2026-10-30
Spire Wealth Management
26,645$489.7K0.0%GrowthMediumMclean, VA2026-10-30
Stenger Family Office, LLC
26,413$487.6K0.1%GrowthMediumNaperville, IL2026-10-22
Private Trust Co NA
26,058$478.9K0.0%CoreLowCleveland, OH2026-10-20
Maia Wealth LLC
24,068$442.4K0.1%ETFMediumDenver, CO2026-10-19
Perigon Wealth Management, LLC
21,278$391.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Barrett & Company, Inc.
20,044$368.4K0.1%ETFLowProvidence, RI2026-10-22
Dynamic Advisor Solutions LLC
16,232$298.3K0.0%ETFLowPhoenix, AZ2026-10-13
Essex Bank
15,015$275.8K0.1%CoreLowEssex, CT2026-10-16
Private Client Services, LLC
14,214$261.3K0.1%ETFMediumLouisville, KY2026-10-02
Parallel Advisors, LLC
13,516$248.4K0.0%IndexLowSan Francisco, CA2026-11-03
Capital Investment Advisory Services, LLC
13,140$241.3K0.0%CoreMediumRaleigh, NC2026-10-30
Milestones Private Investment Advisors LLC
12,999$238.9K0.2%ETFMediumFairport, NY2026-10-19
Koshinski Asset Management, Inc.
12,175$223.8K0.0%ETFLowDecatur, IL2026-10-29
TrueWealth Advisors, LLC
10,549$193.9K0.0%ETFMediumBirmingham, AL2026-10-09
Golden State Wealth Management, LLC
4,556$83.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Pinnacle Bancorp, Inc.
3,206$58.9K0.0%CoreVery LowBeatrice, NE2026-10-21
Signature Equity Partners, LLC
3,108$57.1K0.0%GrowthMediumColumbus, OH2026-10-29
Creative Financial Designs Inc
2,872$52.8K0.0%ETFMediumKokomo, IN2026-11-04
Lanark Financial, Inc.
2,162$39.7K0.0%CoreMediumBirmingham, AL2026-10-26
Compass Financial Management LLC
1,782$32.8K0.0%CoreN/ATampa, FL2026-10-30
Quest 10 Wealth Builders, Inc.
1,392$25.6K0.0%ETFLowFuquay-Varina, VA2026-11-02
Raleigh Capital Management Inc.
1,164$21.4K0.0%CoreMediumCary, NC2026-10-28
Tounjian Advisory Partners, LLC
924$17.0K0.0%GrowthHighFort Myers, FL2026-11-04
Cullen T Bankers, Inc.
397$7.3K0.0%GrowthLowSan Antonio, TX2026-10-28
IFP Advisors, Inc
267$4.9K0.0%GrowthLowTampa, FL2026-10-16
Gamma Investing LLC
259$4.8K0.0%IndexVery LowFoster City, CA2026-10-08
American National Bank & Trust
193$3.5K0.0%CoreVery LowWichita Falls, TX2026-10-07
Key Capital Management, Inc
148$2.7K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Lloyd Advisory Services, Llc.
61$1.1K0.0%ETFVery HighSuwanee, GA2026-11-02
CX Institutional
52$10.0%CoreMediumAuburn, IN2026-10-02
SBI Securities Co., Ltd.
25$4600.0%Agg GrowthLowTokyo, Mexico2026-10-22
Allspring Global Investments Holdings, LLC
1$230.0%CoreMediumCharlotte, NC2026-11-04