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Disclosery

FSIG FIRST TR EXCHANGE-TRADED FD

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LTD DUR INVT ETF (fund)

155 managers (158 13F filers) reported a position in FSIG shares at 2024-12-31, 46,148,758 shares in all. 15 filers opened a position and 16 filers sold out during the quarter.

Managers
155
13F filers
158
New
15
Added
76
Reduced
44
Sold out
16
Shares held by filers
46,148,758

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY10,890,745$206M0.01%+1,073,53513F-HR/ATimelineGroup
LPL Financial LLC7,181,535$136M0.06%+354,53913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,013,866$56.9M0.01%+288,66613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,792,604$52.7M0.05%+194,98213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,968,826$37.2M+138,456Timeline
Csenge Advisory Group1,813,383$34.2M1.86%+161,90613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,750,480$33M0.01%+88,28313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,020,181$19.3M<0.01%+219,69113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…940,231$17.7M0.25%-180,17813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC869,467$16.4M0.01%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.851,549$16.1M0.04%+306,28713F-HR/ATimelineGroup
Cetera Investment Advisers693,690$13.1M0.03%+8,37913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP672,058$12.7M0.01%+225,23013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP517,142$9.76M0.02%+8,71813F-HRTimelineGroup
Independent Advisor Alliance514,911$9.72M0.13%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC497,244$9.38M0.03%+47,47613F-HRTimelineGroup
Cambridge Investment Research Advisors,…471,340$8.89M0.03%-74,02613F-HRTimeline
Vestmark Advisory Solutions, Inc.467,972$8.83M0.3%+124,13113F-HRTimeline
NewEdge Advisors, LLC443,915$8.38M0.05%-69,87013F-HRTimeline
Integrated Wealth Concepts LLC421,673$7.96M0.09%-71,77813F-HRTimeline
TAP Consulting, LLC381,299$7.2M1.47%-8,79313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC377,282$7.12M0.01%+6,37513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC338,084$6.38M0.53%+35,90113F-HRTimeline
Rehmann Capital Advisory Group317,290$5.99M0.38%+85,75513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding317,201$5.99M-25,750Timeline
Naviter Wealth, LLC290,744$5.49M0.66%-7,32913F-HRTimeline
TCP Asset Management, LLC229,419$4.33M0.95%+9,36913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…220,097$4.15M0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC198,210$3.74M0.01%-3,34913F-HRTimeline
EWG Elevate Inc.194,916$3.68M1.12%+7,95713F-HRTimeline
Atria Wealth Solutions, Inc.170,133$3.21M0.04%-12,43313F-HRTimeline
&PARTNERS164,672$3.11M0.04%+146,70313F-HRTimeline
Park Square Financial Group, LLC162,008$3.06M2.11%13F-HRTimeline
Harvest Investment Services, LLC153,655$2.9M0.71%-9,01213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC148,073$2.79M<0.01%new13F-HRTimelineGroup
Sigma Planning Corp146,663$2.77M0.09%+19,24413F-HRTimeline
DAVENPORT & Co LLC140,306$2.65M0.02%+20,45113F-HRTimeline
Center for Financial Planning, Inc.135,030$2.55M0.34%new13F-HRTimeline
Mutual Advisors, LLC132,892$2.51M0.07%+11,69513F-HRTimeline
Visionary Wealth Advisors132,033$2.49M0.15%-41,55113F-HRTimeline
Insight Advisors, LLC/ PA131,320$2.48M0.42%-2,88813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC128,072$2.42M0.03%+21,02313F-HRTimelineGroup
Archer Investment Corp117,720$2.22M0.59%+5,45713F-HRTimeline
Prospera Financial Services Inc114,990$2.17M0.05%+3,15513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…113,601$2.14M0.06%+1,65113F-HRTimelineGroup
Orion Porfolio Solutions, LLC108,138$2.04M0.02%+6,96113F-HRTimeline
Orion Portfolio Solutions, LLC108,138$2.04M0.02%+6,96113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC107,951$2.04M0.02%+19,94813F-HRTimelineGroup
RiverTree Advisors, LLC103,659$1.96M1.29%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC103,095$1.95M0.89%-16,24613F-HRTimeline
AE Wealth Management LLC97,451$1.84M0.02%-6,99613F-HRTimeline
U.S. Capital Wealth Advisors, LLC93,928$1.77M0.05%+19,55013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.92,707$1.75M0.01%-9,25813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP92,496$1.75M<0.01%+78,58413F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.89,876$1.7M0.68%+14,48113F-HRTimeline
IFG Advisory, LLC89,668$1.69M0.1%+11713F-HRTimeline
MML INVESTORS SERVICES, LLC88,468$1.67M0.01%+6,19113F-HRTimeline
Platform Technology Partners84,639$1.6M0.48%+17,93913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp76,914$1.45M<0.01%-4,41213F-HRTimelineGroup
WealthBridge Capital Management, LLC64,520$1.22M0.34%+4,50413F-HRTimeline
IFP Advisors, Inc60,205$1.14M0.04%-6,28013F-HRTimeline
Coppell Advisory Solutions LLC58,092$1.1M0.15%+21,92813F-HRTimeline
HighTower Advisors, LLC56,049$1.06M<0.01%+1,21113F-HRTimeline
Atria Investments, Inc55,106$1.04M0.01%+7,79513F-HRTimeline
BEACON FINANCIAL GROUP52,292$987K0.11%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …52,046$982K0.01%+31,02013F-HRTimelineGroup
Private Advisor Group, LLC51,624$974K0.01%-1,98813F-HRTimeline
Core Wealth Partners LLC49,619$936K0.54%+3,81713F-HRTimeline
Mariner, LLCin group Mariner, LLC49,054$926K<0.01%+313F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV47,363$894K0.07%+3,54813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.46,579$879K0.06%+6,48613F-HRTimelineGroup
Sequent Planning LLC46,343$874K0.32%+89813F-HRTimeline
RFG Advisory, LLC46,003$868K0.02%-4,86613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC45,618$861K0.04%+20,78113F-HR/ATimeline
Aptus Capital Advisors, LLC45,000$849K0.01%-9,75013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC45,000$849K0.07%-9,75013F-HRTimeline
Kingsview Wealth Management, LLC44,065$832K0.02%+9,30713F-HRTimeline
Maia Wealth LLC43,345$817K0.18%+1,69213F-HRTimeline
J.W. COLE ADVISORS, INC.42,829$808K0.03%+9,36913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management41,862$790K0.02%+1,08913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,547$765K0.01%+1,37813F-HRTimelineGroup
Darwin Wealth Management, LLC39,681$749K0.25%-5,09013F-HR/ATimeline
Steward Partners Investment Advisory, L…35,957$679K0.01%+4,19813F-HRTimeline
Ashton Thomas Private Wealth, LLC33,881$639K0.02%+2,66313F-HRTimeline
Continuum Advisory, LLC33,866$639K0.08%+6513F-HRTimeline
HARBOUR INVESTMENTS, INC.32,014$604K0.02%+3,13713F-HRTimeline
Clarus Wealth Advisors31,505$590K0.29%-29713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC30,645$578K0.45%13F-HRTimeline
TFB Advisors LLC30,508$576K0.16%+4,36013F-HRTimeline
Gateway Wealth Partners, LLC29,648$559K0.14%-67113F-HRTimeline
COMERICA BANK27,747$524K<0.01%-6,58113F-HR/ATimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC27,116$512K0.26%+49113F-HRTimelineGroup
PFG Advisors26,797$506K0.03%new13F-HRTimeline
Sanctuary Advisors, LLC25,854$488K<0.01%+72413F-HRTimeline
LaSalle St. Investment Advisors, LLC25,643$483K0.15%new13F-HRTimeline
Perigon Wealth Management, LLC25,277$477K0.01%+11,66513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,248$476K0.01%+2,31013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC24,108$455K0.19%+3,39513F-HRTimeline
Snowden Capital Advisors LLC24,075$454K0.01%-1,90813F-HRTimeline
PRIVATE TRUST CO NA23,340$440K0.05%-8,28613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV22,598$426K0.03%+2,19413F-HRTimeline
World Investment Advisors22,314$421K0.01%new13F-HRTimeline
Merkkuri Wealth Advisors LLC18,447$348K0.28%-2,58113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,431$348K0.02%+3,10913F-HR/ATimelineGroup
OneDigital Investment Advisors LLC17,842$337K<0.01%-2913F-HRTimeline
IHT Wealth Management, LLC15,392$290K0.01%new13F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.15,079$284K0.07%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC14,672$277K0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.14,567$275K<0.01%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC14,425$272K0.23%13F-HR/ATimeline
Walkner Condon Financial Advisors LLC14,417$272K0.06%-7,13113F-HRTimeline
WMG Financial Advisors, LLC14,037$265K0.11%-57513F-HRTimeline
Pine Valley Investments Ltd Liability Co13,703$259K0.02%+29913F-HRTimeline
Global View Capital Management LLC13,455$254K0.09%13F-HRTimeline
Arkadios Wealth Advisors12,966$245K0.01%-3,42113F-HRTimeline
Acorn Wealth Advisors, LLC12,947$244K0.1%+89513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12,922$244K0.01%+28713F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…12,800$242K0.1%-5,81013F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,611$238K0.06%+14413F-HRTimelineGroup
Gladstone Institutional Advisory LLC12,522$236K0.01%+6113F-HRTimeline
TrueWealth Advisors, LLC10,464$197K0.07%-71013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,432$197K<0.01%new13F-HRTimelineGroup
Pinnacle Family Advisors, LLC10,315$195K0.09%-12613F-HRTimeline
Cadence Bank10,269$194K0.01%013F-HRTimeline
GeoWealth Management, LLC9,398$177K0.01%-12,77413F-HRTimeline
Global Retirement Partners, LLC8,210$155K<0.01%+14313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…8,054$152K0.01%+49713F-HRTimeline
BARRETT & COMPANY, INC.7,000$132K0.06%013F-HRTimeline
CENTAURUS FINANCIAL, INC.6,436$121K0.01%-2,46113F-HRTimeline
Golden State Wealth Management, LLC5,475$103K0.02%13F-HRTimeline
Synergy Investment Management, LLC5,183$97.8K0.04%13F-HRTimeline
AMERIFLEX GROUP, INC.3,325$62.8K0.03%13F-HRTimeline
Raleigh Capital Management Inc.3,214$60.6K0.02%-5613F-HRTimeline
Pinnacle Bancorp, Inc.3,206$60.5K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,990$56.4K0.01%+1,48213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,932$55.3K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…2,850$53.8K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,778$33.6K<0.01%-913F-HRTimeline
CWM, LLCin group CWM, LLC1,612$30K<0.01%-1,04013F-HRTimelineGroup
CoreCap Advisors, LLC1,499$28.3K<0.01%-1,76713F-HRTimeline
Quest 10 Wealth Builders, Inc.1,154$21.8K0.02%13F-HRTimeline
FLP Wealth Management, LLC1,035$19.5K0.05%13F-HRTimeline
Larson Financial Group LLC800$15.1K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC786$14.8K<0.01%-7213F-HRTimeline
Householder Group Estate & Retirement S…488$9K0.01%+413F-HRTimeline
GAMMA Investing LLC427$8.06K<0.01%+16813F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…426$8.04K<0.01%new13F-HRTimelineGroup
Investors Research Corp336$6.34K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.317$5.98K<0.01%013F-HRTimeline
PSI Advisors, LLC263$4.96K<0.01%013F-HRTimeline
Transce3nd, LLC161$3.04K<0.01%13F-HRTimeline
SBI Securities Co., Ltd.26$491<0.01%13F-HRTimeline
Capital A Wealth Management, LLC24$453<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.3$700.01%-3,72713F-HRTimeline
FMR LLCin group FMR LLC2$38<0.01%+113F-HRTimelineGroup