Latest Period
Q4 2025
Security Snapshot
First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (FSIG) Institutional Ownership
CUSIP: 33738D804
13F Institutional Holders and Ownership History from Q4 2021 to Q1 2026
Institutions Reporting
160
Shares (Excl. Options)
48,603,466
Price
$19.19
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- Type / Class
- Equity / First Trust Limited Duration Investment Grade Corporate ETF
- Symbol
- FSIG
- Shares outstanding
- 70,437,020
- Price per share
- $18.94
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 48,603,466
- Total reported value
- $932,681,852
- % of total 13F portfolios
- 0%
- Share change
- +1,294,906
- Value change
- +$24,837,956
- Number of holders
- 160
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- FSIG - First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF is tracked under CUSIP 33738D804.
- 160 institutions reported positions in Q4 2025.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 160 to 53 between Q4 2025 and Q1 2026.
- Reported value moved from $932,681,852 to $87,791,634.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 160 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 33738D804?
CUSIP 33738D804 identifies FSIG - First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33738D804:
Significant Owners of First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (FSIG) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 22% | +7.7% | $293,351,031 | +$24,811,790 | 15,270,746 | +9.2% | First Trust Portfolios L.P. | 30 Sep 2025 |
As of 31 Dec 2025, 160 institutional investors reported holding 48,603,466 shares of First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (FSIG). This represents 69% of the company’s total 70,437,020 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (FSIG) together control 61% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 16% | 11,476,255 | +4.2% | 0.01% | $220,229,348 |
| LPL Financial LLC | 11% | 7,681,212 | +8.8% | 0.04% | $147,402,446 |
| WELLS FARGO & COMPANY/MN | 4.9% | 3,426,972 | +2.1% | 0.01% | $65,763,587 |
| FIRST TRUST ADVISORS LP | 4.1% | 2,871,862 | +11% | 0.04% | $55,111,031 |
| AMERIPRISE FINANCIAL INC | 3.3% | 2,354,045 | -1.7% | 0.01% | $45,165,469 |
| Csenge Advisory Group | 3% | 2,078,177 | +4% | 1.8% | $39,880,208 |
| ROYAL BANK OF CANADA | 2.8% | 1,988,948 | +3.3% | 0.01% | $38,168,000 |
| ENVESTNET ASSET MANAGEMENT INC | 2.6% | 1,840,718 | +4.4% | 0.01% | $35,323,385 |
| TRUIST FINANCIAL CORP | 1.4% | 975,904 | +6.2% | 0.03% | $18,727,596 |
| OSAIC HOLDINGS, INC. | 1.3% | 928,113 | -27% | 0.03% | $17,810,612 |
| Cetera Investment Advisers | 1.2% | 845,272 | +3.1% | 0.02% | $16,220,774 |
| STIFEL FINANCIAL CORP | 1.2% | 843,748 | +10% | 0.01% | $16,191,396 |
| RAYMOND JAMES FINANCIAL INC | 1.2% | 831,736 | -14% | 0% | $15,961,014 |
| STEPHENS INC /AR/ | 1.1% | 767,295 | +2.6% | 0.18% | $14,724,384 |
| ASSETMARK, INC | 0.78% | 552,196 | +2.5% | 0.02% | $10,596,641 |
| Vestmark Advisory Solutions, Inc. | 0.76% | 533,519 | +6.9% | 0.14% | $10,238,230 |
| KMG FIDUCIARY PARTNERS, LLC | 0.62% | 437,138 | +3% | 0.6% | $8,388,686 |
| Cambridge Investment Research Advisors, Inc. | 0.61% | 428,141 | +3.5% | 0.02% | $8,216,000 |
| JONES FINANCIAL COMPANIES LLLP | 0.55% | 387,154 | +19% | 0% | $7,429,485 |
| NewEdge Advisors, LLC | 0.55% | 385,612 | -2.3% | 0.03% | $7,399,890 |
| Envestnet Portfolio Solutions, Inc. | 0.47% | 330,150 | -0.19% | 0.02% | $6,335,579 |
| TCP Asset Management, LLC | 0.39% | 277,797 | +10% | 0.9% | $5,330,924 |
| BENJAMIN EDWARDS INC | 0.37% | 263,051 | +33% | 0.06% | $5,048,516 |
| MGO ONE SEVEN LLC | 0.37% | 259,971 | 0.1% | $4,988,843 | |
| IFG Advisory, LLC | 0.34% | 242,073 | +5.9% | 0.2% | $4,645,381 |
Institutional Holders of First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (FSIG) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 4,635,029 | $87,791,634 | -$4,695,710 | $18.94 | 53 |
| 2025 Q4 | 48,603,466 | $932,681,852 | +$24,837,956 | $19.19 | 160 |
| 2025 Q3 | 47,252,476 | $907,702,308 | +$18,922,051 | $19.21 | 149 |
| 2025 Q2 | 46,288,070 | $884,751,184 | +$21,600,681 | $19.12 | 154 |
| 2025 Q1 | 45,245,926 | $857,091,364 | -$8,795,689 | $18.94 | 148 |
| 2024 Q4 | 46,148,758 | $870,819,547 | -$48,357,194 | $18.87 | 158 |
| 2024 Q3 | 47,312,792 | $929,191,767 | +$16,638,918 | $19.20 | 148 |
| 2024 Q2 | 40,937,690 | $767,202,912 | +$1,346,005 | $18.74 | 146 |
| 2024 Q1 | 40,761,884 | $765,074,990 | +$104,191,570 | $18.77 | 138 |
| 2023 Q4 | 35,253,079 | $668,369,664 | +$104,546,230 | $18.96 | 123 |
| 2023 Q3 | 29,521,244 | $542,914,771 | -$47,693,184 | $18.39 | 109 |
| 2023 Q2 | 31,678,431 | $589,982,708 | +$98,738,993 | $18.62 | 109 |
| 2023 Q1 | 26,392,530 | $497,020,857 | +$244,462,179 | $18.83 | 87 |
| 2022 Q4 | 13,372,613 | $249,802,948 | +$223,757,676 | $18.67 | 52 |
| 2022 Q3 | 349,046 | $6,447,103 | -$964,468 | $18.46 | 17 |
| 2022 Q2 | 413,031 | $7,433,851 | +$894,620 | $18.72 | 12 |
| 2022 Q1 | 344,417 | $6,627,549 | -$758,798 | $19.24 | 9 |
| 2021 Q4 | 383,908 | $7,682,000 | +$7,682,000 | $20.01 | 4 |