Skip to content

FSIG FIRST TR EXCHANGE-TRADED FD

Follow

LTD DUR INVT ETF (fund)

146 managers (149 13F filers) reported a position in FSIG shares at 2025-09-30, 47,252,476 shares in all. 11 filers opened a position and 18 filers sold out during the quarter.

Managers
146
13F filers
149
New
11
Added
71
Reduced
52
Sold out
18
Shares held by filers
47,252,476

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY11,013,206$212M0.01%+466,06813F-HR/ATimelineGroup
LPL Financial LLC7,062,431$136M0.04%+31,92813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,356,084$64.5M0.01%+58,93613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,598,830$49.9M0.04%+48,94413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,395,790$46M0.01%+172,38513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,094,258$40.2M+118,120Timeline
Csenge Advisory Group1,997,699$38.4M1.83%+179,08613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,925,973$37M0.01%+2,79113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,276,394$24.5M0.03%+376,65913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC961,994$18.5M0.01%-63,54713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP919,250$17.7M0.02%+45,11113F-HRTimelineGroup
Cetera Investment Advisers819,788$15.7M0.02%+145,40513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP767,248$14.7M0.01%+24,74613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…747,984$14.4M0.18%+9,21313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC538,616$10.3M0.02%+38,09913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.499,261$9.59M0.18%-431,19713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC424,447$8.15M0.55%+8,88313F-HRTimeline
Integrated Wealth Concepts LLC413,863$7.95M0.07%-7,05813F-HRTimeline
Cambridge Investment Research Advisors,…413,729$7.95M0.02%-11,66513F-HRTimeline
NewEdge Advisors, LLC394,753$7.58M0.03%-45,60713F-HRTimeline
Uniting Wealth Partners, LLC333,181$6.4M1.51%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP326,266$6.26M<0.01%+54,35713F-HRTimelineGroup
TCP Asset Management, LLC252,013$4.84M0.86%+12,75213F-HRTimeline
&PARTNERS234,129$4.5M0.03%-68,70313F-HRTimeline
Mutual Advisors, LLC228,477$4.4M0.1%+160,08713F-HRTimeline
IFG Advisory, LLC228,615$4.39M0.2%+154,33613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding212,329$4.08M-21,250Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC197,417$3.79M0.04%+24,92813F-HRTimelineGroup
Center for Financial Planning, Inc.164,066$3.15M0.34%+12,21613F-HRTimeline
Janney Montgomery Scott LLC150,680$2.9M0.01%-1,22413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC145,568$2.8M<0.01%+97413F-HRTimeline
Rehmann Capital Advisory Group145,367$2.79M0.15%+9,59913F-HRTimeline
EWG Elevate Inc.139,204$2.67M0.84%-65,88313F-HRTimeline
DAVENPORT & Co LLC137,486$2.64M0.01%-2,22313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.126,483$2.43M0.8%+6,39413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…122,544$2.35M0.04%-5,57013F-HRTimelineGroup
Archer Investment Corp122,447$2.35M0.53%+3,23713F-HRTimeline
Stenger Family Office, LLC120,126$2.31M0.48%+6,38213F-HRTimeline
D.A. DAVIDSON & CO.110,759$2.13M0.01%+5,11113F-HRTimeline
U.S. Capital Wealth Advisors, LLC109,402$2.1M0.06%+6,10813F-HRTimeline
Insight Advisors, LLC/ PA105,361$2.02M0.31%-33,37813F-HRTimeline
Orion Porfolio Solutions, LLC101,989$1.96M0.02%+6,36713F-HRTimeline
Platform Technology Partners95,962$1.84M0.44%+8,53513F-HRTimeline
MML INVESTORS SERVICES, LLC87,689$1.68M<0.01%+12,54413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC81,737$1.57M0.01%-4,64613F-HRTimelineGroup
HighTower Advisors, LLC79,649$1.53M<0.01%-2813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp76,694$1.47M<0.01%+6,95513F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC75,250$1.45M0.58%-87613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC75,169$1.44M0.05%+22,79813F-HRTimeline
WealthBridge Capital Management, LLC73,990$1.42M0.33%+2,00913F-HRTimeline
Sigma Planning Corp71,418$1.37M0.04%-3,65713F-HRTimeline
Harvest Investment Services, LLC69,466$1.33M0.27%-89213F-HRTimeline
Kingsview Wealth Management, LLC65,037$1.25M0.02%+5,70713F-HRTimeline
RFG Advisory, LLC64,665$1.24M0.03%+16,80613F-HRTimeline
Balefire, LLC64,159$1.23M0.25%+6,30113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.62,267$1.2M0.01%-1,24013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …61,981$1.19M0.01%+6,17313F-HRTimelineGroup
Atria Investments, Inc57,826$1.11M0.01%+4,15813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.56,775$1.09M0.06%+7,89613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.56,265$1.08M0.02%+11,08713F-HRTimeline
Prospera Financial Services Inc54,719$1.05M0.02%+7,31713F-HRTimeline
Park Square Financial Group, LLC54,709$1.05M4.54%-40,28213F-HRTimeline
Summit Financial, LLC54,469$1.05M0.02%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC53,395$1.03M<0.01%-4,94013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.52,665$1.01M0.02%+7,54113F-HRTimeline
Sequent Planning LLC50,081$962K0.27%+2,47013F-HRTimeline
Private Advisor Group, LLC48,798$937K<0.01%+1,70613F-HRTimeline
Continuum Advisory, LLC46,720$897K0.09%-45613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,318$832K<0.01%-115,43913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC42,532$817K0.02%+6813F-HRTimeline
Steward Partners Investment Advisory, L…42,494$816K<0.01%+1,85613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,462$796K<0.01%-42,33913F-HRTimelineGroup
Aptus Capital Advisors, LLC41,000$788K0.01%-5,15013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC41,000$788K0.05%-4,00013F-HRTimeline
Maia Wealth LLC36,866$709K0.12%-30113F-HRTimeline
BEACON FINANCIAL GROUP35,213$676K0.07%-17,07913F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC34,993$672K0.48%+5,66613F-HRTimeline
Darwin Wealth Management, LLC34,586$664K0.21%-88813F-HRTimeline
AE Wealth Management LLC34,260$658K<0.01%-1,52013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding33,305$640K+2,278Timeline
Sanctuary Advisors, LLC27,617$531K<0.01%+2,82613F-HR/ATimeline
Coppell Advisory Solutions LLC27,066$520K0.06%-3,55413F-HRTimeline
COMERICA BANK26,953$518K<0.01%+3013F-HRTimeline
LaSalle St. Investment Advisors, LLC26,171$502K0.09%+3013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC26,029$500K0.17%+1,78613F-HRTimeline
TSFG, LLC25,094$482K0.08%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24,415$469K0.02%-1,55713F-HRTimelineGroup
Gateway Wealth Partners, LLC23,330$448K0.06%-1,52613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\23,025$442K<0.01%+7,52613F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC21,341$410K0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.20,904$402K0.02%+11513F-HRTimelineGroup
OneDigital Investment Advisors LLC18,916$363K<0.01%-1,24013F-HRTimeline
Golden State Wealth Management, LLC18,591$357K0.04%-4,01713F-HRTimeline
PRIVATE TRUST CO NA17,090$328K0.03%013F-HRTimeline
Pine Valley Investments Ltd Liability Co15,705$302K0.02%+1,20813F-HRTimeline
Koshinski Asset Management, Inc.15,445$297K0.02%-1,11113F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.15,079$290K0.07%013F-HRTimelineGroup
Arkadios Wealth Advisors14,912$286K0.01%+1,24413F-HRTimeline
Perigon Wealth Management, LLC14,587$280K0.01%-3613F-HRTimeline
Acorn Wealth Advisors, LLC14,475$278K0.09%+3,99513F-HRTimeline
TFB Advisors LLC14,255$275K0.08%-17,06413F-HRTimeline
LEIGH BALDWIN & CO., LLC13,948$268K0.15%+9813F-HR/ATimeline
Snowden Capital Advisors LLC13,738$264K0.01%-9,47513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,941$249K0.08%+14613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC12,708$244K0.01%+10613F-HRTimelineGroup
Gladstone Institutional Advisory LLC12,484$240K0.01%+1,72413F-HRTimeline
Milestones Private Investment Advisors …11,346$218K0.15%013F-HRTimeline
PFG Advisors11,160$214K0.01%-4,98913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,812$208K0.07%-5513F-HRTimeline
Pinnacle Family Advisors, LLC10,797$207K0.09%+32413F-HRTimeline
WMG Financial Advisors, LLC10,628$204K0.07%-2,43613F-HRTimeline
Moloney Securities Asset Management, LLC10,564$203K0.02%+11413F-HRTimeline
Rossby Financial, LCC10,480$202K0.07%+6,83313F-HRTimeline
Global Retirement Partners, LLC10,065$193K<0.01%+9313F-HRTimeline
Balboa Wealth Partners10,053$193K0.03%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,104$156K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,445$143K0.01%-13413F-HRTimelineGroup
Advisory Services Network, LLC7,435$143K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.7,000$134K0.05%013F-HRTimeline
CENTAURUS FINANCIAL, INC.5,975$115K0.01%-12413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,937$94.8K0.03%-85613F-HRTimeline
IFP Advisors, Inc3,438$66K<0.01%-53713F-HR/ATimeline
Pinnacle Bancorp, Inc.3,206$61.6K0.02%013F-HRTimeline
Geneos Wealth Management Inc.2,871$55.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,863$55K<0.01%-16,95813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,788$53.6K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.2,687$51.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,698$33K<0.01%-20513F-HRTimelineGroup
Raleigh Capital Management Inc.1,635$31.4K0.01%+1913F-HRTimeline
Key Financial Inc1,496$28.8K0.01%013F-HRTimeline
Larson Financial Group LLC1,318$25.3K<0.01%+51813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,285$24.7K<0.01%-27,17513F-HR/ATimelineGroup
Quest 10 Wealth Builders, Inc.1,092$21K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL694$13.3K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC636$12.2K<0.01%+713F-HRTimeline
Wealthspire Advisors, LLC591$11.4K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC572$11K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.404$7.75K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC304$5.84K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.264$5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GAMMA Investing LLC259$4.97K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.208$4K<0.01%-3,58813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST193$3.71K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…145$2.79K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/92$1.77K<0.01%-51713F-HR/ATimelineGroup
SBI Securities Co., Ltd.26$499<0.01%+113F-HRTimeline