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Disclosery

FSIG FIRST TR EXCHANGE-TRADED FD

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LTD DUR INVT ETF (fund)

150 managers (152 13F filers) reported a position in FSIG shares at 2025-03-31, 45,290,938 shares in all. 14 filers opened a position and 17 filers sold out during the quarter.

Managers
150
13F filers
152
New
14
Added
57
Reduced
66
Sold out
17
Shares held by filers
45,290,938

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY10,125,297$192M0.01%-765,44813F-HRTimelineGroup
LPL Financial LLC6,538,696$124M0.05%-642,83913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,228,379$61.1M0.01%+214,51313F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,273,494$43.1M0.04%-519,11013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,114,550$40.1M0.01%+1,094,36913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,933,444$36.6M0.01%+182,96413F-HR/ATimelineGroup
Csenge Advisory Group1,821,335$34.5M1.96%+7,95213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,773,351$33.6M-195,475Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC902,025$17.1M0.01%+32,55813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP898,082$17M0.02%+226,02413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.830,806$15.7M0.04%-20,74313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…779,891$14.8M0.22%-160,34013F-HRTimelineGroup
Cetera Investment Advisers680,286$12.9M0.02%-13,40413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP602,457$11.4M0.02%+85,31513F-HRTimelineGroup
Cambridge Investment Research Advisors,…534,013$10.1M0.03%+62,67313F-HRTimeline
NewEdge Advisors, LLC514,983$9.75M0.06%+71,06813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC473,279$8.96M0.02%-23,96513F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.464,648$8.8M0.23%-3,32413F-HRTimeline
Integrated Wealth Concepts LLC424,328$8.04M0.09%+2,65513F-HRTimeline
OLD MISSION CAPITAL LLC412,509$7.81M0.15%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC372,271$7.05M0.59%+34,18713F-HRTimeline
Naviter Wealth, LLC312,345$5.94M0.72%+21,60113F-HRTimeline
&PARTNERS307,229$5.92M0.06%+142,55713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC281,857$5.34M0.01%+133,78413F-HR/ATimelineGroup
WJ Wealth Management, LLC279,358$5.29M1.87%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding251,627$4.77M-65,574Timeline
TCP Asset Management, LLC234,240$4.44M0.99%+4,82113F-HRTimeline
Janney Montgomery Scott LLC206,967$3.92M0.01%+8,75713F-HRTimeline
EWG Elevate Inc.205,950$3.9M1.48%+11,03413F-HRTimeline
IFG Advisory, LLC182,175$3.45M0.19%+92,50713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC179,241$3.39M<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP168,355$3.19M<0.01%+75,85913F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.165,644$3.14M0.04%-4,48913F-HRTimeline
Sigma Planning Corp143,965$2.73M0.09%-2,69813F-HRTimeline
DAVENPORT & Co LLC140,366$2.66M0.02%+6013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC140,139$2.65M0.04%+12,06713F-HRTimelineGroup
Rehmann Capital Advisory Group138,290$2.62M0.16%-179,00013F-HRTimeline
Insight Advisors, LLC/ PA135,788$2.57M0.45%+4,46813F-HRTimeline
Center for Financial Planning, Inc.135,030$2.56M0.33%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC132,736$2.51M<0.01%-244,54613F-HRTimeline
Visionary Wealth Advisors131,342$2.49M0.15%-69113F-HRTimeline
Park Square Financial Group, LLC123,396$2.34M1.85%-38,61213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…120,668$2.29M0.06%+7,06713F-HRTimelineGroup
Archer Investment Corp117,069$2.22M0.57%-65113F-HRTimeline
Mutual Advisors, LLC116,559$2.21M0.06%-16,33313F-HRTimeline
Orion Porfolio Solutions, LLC103,247$1.96M0.02%-4,89113F-HRTimeline
Orion Portfolio Solutions, LLC103,247$1.96M0.02%-4,89113F-HR/ATimeline
FSB PREMIER WEALTH MANAGEMENT, INC.103,069$1.95M0.76%+13,19313F-HRTimeline
U.S. Capital Wealth Advisors, LLC93,792$1.78M0.05%-13613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.91,126$1.73M0.01%-1,58113F-HRTimeline
FLOW TRADERS U.S. LLC90,660$1.72M0.07%+75,98813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…89,186$1.69M<0.01%-130,91113F-HRTimelineGroup
Platform Technology Partners87,578$1.66M0.48%+2,93913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC86,692$1.64M0.02%-21,25913F-HRTimelineGroup
D.A. DAVIDSON & CO.85,918$1.63M0.01%+71,35113F-HRTimeline
MML INVESTORS SERVICES, LLC84,811$1.61M0.01%-3,65713F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC76,082$1.44M0.66%-27,01313F-HRTimeline
WealthBridge Capital Management, LLC72,162$1.37M0.39%+7,64213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC72,135$1.37M<0.01%new13F-HR/ATimelineGroup
Harvest Investment Services, LLC71,751$1.36M0.38%-81,90413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp68,526$1.3M<0.01%-8,38813F-HRTimelineGroup
HighTower Advisors, LLC64,006$1.21M<0.01%+7,95713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …57,509$1.09M0.02%+5,46313F-HRTimelineGroup
Kingsview Wealth Management, LLC54,970$1.04M0.02%+10,90513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,882$1.02M0.01%+13,33513F-HRTimelineGroup
BEACON FINANCIAL GROUP52,292$990K0.11%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC50,502$957K0.04%+4,88413F-HR/ATimeline
Private Advisor Group, LLC49,675$941K0.01%-1,94913F-HRTimeline
Mariner, LLCin group Mariner, LLC49,254$933K<0.01%+20013F-HRTimelineGroup
Sequent Planning LLC46,670$884K0.32%+32713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.46,670$884K0.06%+9113F-HRTimelineGroup
Aptus Capital Advisors, LLC45,000$852K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC45,000$852K0.07%013F-HRTimeline
Prospera Financial Services Inc44,371$840K0.02%-70,61913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management43,606$826K0.03%+1,74413F-HRTimelineGroup
AE Wealth Management LLC43,161$817K0.01%-54,29013F-HRTimeline
J.W. COLE ADVISORS, INC.43,046$815K0.03%+21713F-HRTimeline
Atria Investments, Inc41,736$790K0.01%-13,37013F-HRTimeline
Maia Wealth LLC41,808$788K0.18%-1,53713F-HRTimeline
Steward Partners Investment Advisory, L…41,039$777K0.01%+5,08213F-HRTimeline
HARBOUR INVESTMENTS, INC.40,249$762K0.02%+8,23513F-HRTimeline
Darwin Wealth Management, LLC39,681$749K0.25%013F-HRTimeline
Ashton Thomas Private Wealth, LLC38,892$737K0.03%+5,01113F-HRTimeline
RFG Advisory, LLC36,746$696K0.02%-9,25713F-HRTimeline
Continuum Advisory, LLC33,866$641K0.08%013F-HRTimeline
TFB Advisors LLC30,926$586K0.17%+41813F-HRTimeline
Gateway Wealth Partners, LLC29,563$560K0.13%-8513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC29,327$555K0.5%-1,31813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC28,373$537K0.27%+1,25713F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC25,612$485K0.11%-3113F-HRTimeline
Coppell Advisory Solutions LLC24,881$473K0.07%-33,21113F-HRTimeline
Sanctuary Advisors, LLC24,501$464K<0.01%-1,35313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC24,511$463K0.21%+40313F-HRTimeline
COMERICA BANK23,633$448K<0.01%-4,11413F-HRTimeline
Snowden Capital Advisors LLC23,213$440K0.01%-86213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV22,629$429K0.03%+3113F-HRTimeline
World Investment Advisors21,796$413K0.01%-51813F-HRTimeline
PFG Advisors21,093$400K0.02%-5,70413F-HRTimeline
Core Wealth Partners LLC20,286$384K0.22%-29,33313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,804$375K0.01%-5,44413F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.19,726$374K0.02%+1,29513F-HR/ATimelineGroup
PRIVATE TRUST CO NA18,857$357K0.04%-4,48313F-HRTimeline
Merkkuri Wealth Advisors LLC18,644$353K0.3%+19713F-HRTimeline
OneDigital Investment Advisors LLC17,894$339K<0.01%+5213F-HRTimeline
IHT Wealth Management, LLC15,392$292K0.01%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.15,079$285K0.07%013F-HRTimelineGroup
Koshinski Asset Management, Inc.14,717$279K0.02%new13F-HRTimeline
Perigon Wealth Management, LLC14,623$277K0.01%-10,65413F-HRTimeline
IFP Advisors, Inc14,464$274K0.01%-45,74113F-HRTimeline
Pine Valley Investments Ltd Liability Co14,396$273K0.02%+69313F-HRTimeline
Walkner Condon Financial Advisors LLC13,789$261K0.05%-62813F-HRTimeline
WMG Financial Advisors, LLC13,636$258K0.11%-40113F-HRTimeline
LEIGH BALDWIN & CO., LLC13,350$253K0.2%-1,07513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,211$250K0.01%+28913F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,756$242K0.06%+14513F-HRTimelineGroup
Arkadios Wealth Advisors12,268$232K0.01%-69813F-HRTimeline
TWO SIGMA SECURITIES, LLC11,995$227K0.03%new13F-HRTimeline
Global View Capital Management LLC11,057$209K0.08%-2,39813F-HRTimeline
Virtue Capital Management, LLC11,023$209K0.02%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,867$206K0.1%new13F-HRTimeline
Moloney Securities Asset Management, LLC10,336$196K0.03%new13F-HRTimeline
Cadence Bank10,269$194K0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC10,124$192K0.01%-2,39813F-HRTimeline
GeoWealth Management, LLC9,420$178K0.01%+2213F-HRTimeline
BARRETT & COMPANY, INC.7,000$133K0.06%013F-HRTimeline
CENTAURUS FINANCIAL, INC.6,099$116K0.01%-33713F-HRTimeline
Synergy Investment Management, LLC5,556$105K0.04%+37313F-HRTimeline
Arax Advisory Partners5,477$104K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.4,591$87K<0.01%+2,81313F-HRTimeline
LANARK FINANCIAL, INC.3,730$70K0.01%+3,72713F-HRTimeline
Rossby Financial, LCC3,638$69.1K0.03%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,226$61.1K0.02%+23613F-HRTimeline
Pinnacle Bancorp, Inc.3,206$60.7K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,932$55.3K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…2,850$54K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,742$51.9K0.02%-58313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,295$43.5K<0.01%new13F-HRTimelineGroup
Raleigh Capital Management Inc.1,598$30.3K0.01%-1,61613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,104$20.9K<0.01%-9,32813F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.1,063$20.1K0.02%-9113F-HRTimeline
CWM, LLCin group CWM, LLC974$18K<0.01%-63813F-HRTimelineGroup
Wagner Wealth Management, LLC804$15.2K<0.01%+1813F-HRTimeline
Larson Financial Group LLC800$15.2K<0.01%013F-HRTimeline
Investors Research Corp336$6.36K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.264$5K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GAMMA Investing LLC259$4.91K<0.01%-16813F-HR/ATimeline
AMERICAN NATIONAL BANK & TRUST193$3.65K<0.01%new13F-HRTimeline
Transce3nd, LLC62$1.17K<0.01%-9913F-HRTimeline
SBI Securities Co., Ltd.25$474<0.01%-113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-8,05413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.