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Disclosery

FSIG FIRST TR EXCHANGE-TRADED FD

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LTD DUR INVT ETF (fund)

158 managers (161 13F filers) reported a position in FSIG shares at 2025-12-31, 48,603,730 shares in all. 19 filers opened a position and 12 filers sold out during the quarter.

Managers
158
13F filers
161
New
19
Added
68
Reduced
53
Sold out
12
Shares held by filers
48,603,730

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY11,476,255$220M0.01%+463,04913F-HR/ATimelineGroup
LPL Financial LLC7,681,212$147M0.04%+618,78113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,426,972$65.8M0.01%+70,88813F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,871,862$55.1M0.04%+273,03213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,354,045$45.2M0.01%-41,74513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,170,868$41.7M+76,610Timeline
Csenge Advisory Group2,078,177$39.9M1.8%+80,47813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,988,948$38.2M0.01%+62,97513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP975,904$18.7M0.03%+56,65413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.928,113$17.8M0.03%-348,28113F-HRTimelineGroup
Cetera Investment Advisers845,272$16.2M0.02%+25,48413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP843,748$16.2M0.01%+76,50013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC831,736$16M<0.01%-130,25813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…767,295$14.7M0.18%+19,31113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC552,196$10.6M0.02%+13,58013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.533,519$10.2M0.14%+34,25813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC437,138$8.39M0.6%+12,69113F-HRTimeline
Cambridge Investment Research Advisors,…428,141$8.22M0.02%+14,41213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP387,154$7.43M<0.01%+60,88813F-HRTimelineGroup
NewEdge Advisors, LLC385,612$7.4M0.03%-9,14113F-HRTimeline
TCP Asset Management, LLC277,797$5.33M0.9%+25,78413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC263,051$5.05M0.06%+65,63413F-HRTimelineGroup
MGO ONE SEVEN LLC259,971$4.99M0.1%new13F-HRTimeline
IFG Advisory, LLC242,073$4.65M0.2%+13,45813F-HRTimeline
&PARTNERS241,017$4.63M0.02%+6,88813F-HRTimeline
Mutual Advisors, LLC223,134$4.28M0.09%-5,34313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding209,464$4.02M-2,865Timeline
Janney Montgomery Scott LLC168,500$3.23M0.01%+17,82013F-HRTimeline
Center for Financial Planning, Inc.154,976$2.97M0.31%-9,09013F-HRTimeline
DAVENPORT & Co LLC136,862$2.63M0.01%-62413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC134,227$2.58M<0.01%-11,34113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…133,708$2.57M0.03%+11,16413F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.128,536$2.47M0.78%+2,05313F-HRTimeline
Rehmann Capital Advisory Group125,344$2.41M0.13%-20,02313F-HRTimeline
Archer Investment Corp124,069$2.38M0.54%+1,62213F-HRTimeline
D.A. DAVIDSON & CO.116,507$2.24M0.01%+5,74813F-HRTimeline
Stenger Family Office, LLC112,116$2.15M0.44%-8,01013F-HRTimeline
U.S. Capital Wealth Advisors, LLC110,720$2.12M0.06%+1,31813F-HRTimeline
Platform Technology Partners108,365$2.08M0.44%+12,40313F-HRTimeline
RFG Advisory, LLC106,502$2.04M0.04%+41,83713F-HRTimeline
MML INVESTORS SERVICES, LLC104,451$2M<0.01%+16,76213F-HRTimeline
Orion Porfolio Solutions, LLC101,025$1.94M0.01%-96413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC87,867$1.69M0.05%+12,69813F-HRTimeline
Insight Advisors, LLC/ PA85,348$1.64M0.25%-20,01313F-HRTimeline
HighTower Advisors, LLC81,276$1.56M<0.01%+1,62713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC80,556$1.55M0.01%-1,18113F-HRTimelineGroup
Balefire, LLC79,425$1.52M0.3%+15,26613F-HRTimeline
WealthBridge Capital Management, LLC74,249$1.42M0.32%+25913F-HRTimeline
J.W. COLE ADVISORS, INC.70,262$1.35M0.03%+13,99713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …68,081$1.31M0.02%+6,10013F-HRTimelineGroup
Harvest Investment Services, LLC62,351$1.2M0.23%-7,11513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.61,982$1.19M0.01%-28513F-HRTimelineGroup
Prospera Financial Services Inc60,187$1.15M0.02%+5,46813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp59,262$1.14M<0.01%-17,43213F-HRTimelineGroup
Sigma Planning Corp57,606$1.11M0.03%-13,81213F-HRTimeline
Atria Investments, Inc55,726$1.07M0.01%-2,10013F-HRTimeline
Crusonia Wealth Advisors LLC55,471$1.06M0.23%13F-HRTimeline
Kingsview Wealth Management, LLC55,470$1.06M0.02%-9,56713F-HRTimeline
Pacific Excel Wealth Advisors, Inc.55,335$1.06M2.01%13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC53,207$1.02M0.37%-22,04313F-HRTimeline
Mariner, LLCin group Mariner, LLC53,188$1.02M<0.01%-20713F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.52,905$1.02M0.06%-3,87013F-HRTimelineGroup
Continuum Advisory, LLC49,746$955K0.1%+3,02613F-HRTimeline
Sequent Planning LLC49,477$949K0.24%-60413F-HRTimeline
Private Advisor Group, LLC49,092$942K<0.01%+29413F-HRTimeline
Keating Financial Advisory Services, In…47,390$909K0.12%13F-HRTimeline
Summit Financial, LLC46,207$887K0.01%-8,26213F-HRTimeline
TrueWealth Financial Partners45,317$870K0.72%new13F-HRTimeline
True Blue Financial, LLC45,317$870K0.72%13F-HRTimeline
WEDBUSH SECURITIES INC44,222$849K0.02%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC42,780$821K<0.01%new13F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…42,028$807K<0.01%-46613F-HRTimeline
Ashton Thomas Private Wealth, LLC41,987$806K0.02%-54513F-HRTimeline
FLOW TRADERS U.S. LLC41,675$800K0.03%new13F-HRTimeline
Aptus Capital Advisors, LLC41,000$787K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC41,000$787K0.05%013F-HRTimeline
Park Square Financial Group, LLC40,375$762K4.52%-14,33413F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC37,493$719K0.48%+2,50013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding37,061$711K+3,756Timeline
RiverTree Advisors, LLC36,169$694K0.44%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,935$690K<0.01%-7,38313F-HRTimelineGroup
Darwin Wealth Management, LLC35,865$688K0.21%+1,27913F-HRTimeline
BEACON FINANCIAL GROUP35,213$676K0.07%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC34,644$665K0.01%new13F-HR/ATimeline
HRT FINANCIAL LP34,244$657K<0.01%new13F-HRTimeline
AE Wealth Management LLC30,516$586K<0.01%-3,74413F-HRTimeline
Maia Wealth LLC30,336$583K0.1%-6,53013F-HRTimeline
LaSalle St. Investment Advisors, LLC26,318$505K0.08%+14713F-HRTimeline
TSFG, LLC25,430$488K0.07%+33613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC25,410$488K0.02%+4,06913F-HRTimelineGroup
Sanctuary Advisors, LLC25,191$483K<0.01%-2,42613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC25,166$483K0.14%-86313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24,270$466K0.02%-14513F-HRTimelineGroup
Coppell Advisory Solutions LLC24,223$465K0.05%-2,84313F-HRTimeline
COMERICA BANK24,228$465K<0.01%-2,72513F-HRTimeline
Gateway Wealth Partners, LLC22,720$436K0.05%-61013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\21,848$419K<0.01%-1,17713F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.21,044$404K0.02%+14013F-HRTimelineGroup
PRIVATE TRUST CO NA18,874$362K0.03%+1,78413F-HRTimeline
OneDigital Investment Advisors LLC18,676$358K<0.01%-24013F-HRTimeline
World Investment Advisors17,522$336K0.01%new13F-HR/ATimeline
Golden State Wealth Management, LLC17,216$330K0.03%-1,37513F-HRTimeline
Capital Investment Advisory Services, L…16,978$326K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.16,863$324K0.01%-35,80213F-HRTimeline
Pine Valley Investments Ltd Liability Co16,824$323K0.02%+1,11913F-HRTimeline
Perigon Wealth Management, LLC15,818$304K0.01%+1,23113F-HRTimeline
Acorn Wealth Advisors, LLC15,299$294K0.09%+82413F-HRTimeline
Arkadios Wealth Advisors15,123$290K0.01%+21113F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.15,079$289K0.06%013F-HRTimelineGroup
TFB Advisors LLC14,420$277K0.08%+16513F-HRTimeline
Arax Advisory Partners14,162$272K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC13,878$266K0.01%+14013F-HRTimeline
LEIGH BALDWIN & CO., LLC13,768$264K0.17%-18013F-HRTimeline
Koshinski Asset Management, Inc.13,395$257K0.02%-2,05013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC13,114$252K0.08%+17313F-HRTimelineGroup
Kovack Advisors, Inc.12,833$246K0.01%new13F-HR/ATimeline
Gladstone Institutional Advisory LLC12,702$244K0.01%+21813F-HRTimeline
Milestones Private Investment Advisors …12,539$241K0.17%+1,19313F-HRTimeline
BAM Wealth Management, LLC11,189$215K0.16%new13F-HRTimeline
Pinnacle Family Advisors, LLC10,964$210K0.09%+16713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,812$207K0.06%013F-HRTimeline
Rossby Financial, LCC10,625$204K0.06%+14513F-HRTimeline
Asset Allocation Strategies LLC10,263$197K0.04%new13F-HRTimeline
Sound Income Strategies, LLC10,077$193K0.01%new13F-HRTimeline
Global Retirement Partners, LLC9,879$190K<0.01%-18613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,010$173K<0.01%-3,69813F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.8,952$172K0.01%+2,97713F-HRTimeline
Smartleaf Asset Management LLC8,742$168K0.01%+8,43813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,360$160K<0.01%+25613F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,806$150K<0.01%+7,66113F-HR/ATimelineGroup
BARRETT & COMPANY, INC.7,000$134K0.04%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5,038$96.7K0.03%+10113F-HRTimeline
Triumph Capital Management4,087$78.4K0.02%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,302$63.4K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.3,206$61.5K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,889$55.4K<0.01%+2613F-HRTimeline
Geneos Wealth Management Inc.2,871$55.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2,687$51.6K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.1,884$36.2K0.03%13F-HRTimeline
CWM, LLCin group CWM, LLC1,821$35K<0.01%+12313F-HRTimelineGroup
Raleigh Capital Management Inc.1,657$31.8K0.01%+2213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,624$31.2K<0.01%+33913F-HRTimelineGroup
Key Financial Inc1,496$28.7K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,092$21K0.02%013F-HRTimeline
Larson Financial Group LLC800$15.4K<0.01%-51813F-HRTimeline
Wagner Wealth Management, LLC645$12.4K<0.01%+913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC572$11K0.01%013F-HRTimeline
IFP Advisors, Inc358$6.87K<0.01%-3,08013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC348$6.68K<0.01%13F-HRTimeline
Bullseye Investment Management, LLC264$5.07K<0.01%new13F-HRTimeline
GAMMA Investing LLC259$4.97K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST193$3.7K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.187$3.59K<0.01%-21713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/171$3.28K<0.01%+7913F-HRTimelineGroup
Signature Equity Partners, LLC107$2.05K<0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.104$2K<0.01%-10413F-HRTimeline
SBI Securities Co., Ltd.25$480<0.01%-113F-HRTimeline
Lloyd Advisory Services, LLC.8$146<0.01%new13F-HRTimeline