Latest Period
Q1 2026
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 Q2 2026
Institutions Reporting
157
Shares (Excl. Options)
51,236,433
Price
$18.94
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- Security type / class
- Equity / First Trust Limited Duration Investment Grade Corporate ETF
- Symbol
- FSIG
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 51,236,433
- Total 13F value
- $970,377,777
- Portfolio coverage rank
- 0%
- Share change
- +2,609,512
- Value change
- +$49,246,866
- Number of holders
- 157
- Shares outstanding
- 82,595,797
- SEC-reported price per share
- $18.80
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- FSIG - First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF is tracked under CUSIP 33738D804.
- 157 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 157 to 71 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $970,377,777 to $121,668,522.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 157 institutions filings for Q1 2026.
Security key
33738D804
Latest holder period
Q1 2026
13F holders
157
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33738D804:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
FSIG
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 23% | +5.3% | $355,697,312 | +$67,767,397 | 18,864,880 | +24% | First Trust Portfolios L.P. | 30 Jun 2026 |
As of 31 Mar 2026, 157 institutional investors reported holding 51,236,433 shares of First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (FSIG). This represents 62% of the company’s total 82,595,797 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
55%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 15% | 12,356,464 | +7.7% | 0.01% | $234,031,451 |
| LPL Financial LLC | 10% | 8,626,539 | +12% | 0.04% | $163,386,636 |
| WELLS FARGO & COMPANY/MN | 4.4% | 3,650,356 | +6.5% | 0.01% | $69,137,751 |
| FIRST TRUST ADVISORS LP | 4% | 3,272,845 | +14% | 0.04% | $61,987,684 |
| Csenge Advisory Group | 2.5% | 2,103,560 | +1.2% | 1.8% | $39,841,434 |
| ROYAL BANK OF CANADA | 2.5% | 2,043,299 | +2.7% | 0.01% | $38,701,000 |
| ENVESTNET ASSET MANAGEMENT INC | 2.4% | 1,965,336 | +6.8% | 0.01% | $37,223,460 |
| AMERIPRISE FINANCIAL INC | 2.1% | 1,727,806 | -27% | 0.01% | $32,715,788 |
| STIFEL FINANCIAL CORP | 1.5% | 1,272,430 | +51% | 0.02% | $24,099,362 |
| TRUIST FINANCIAL CORP | 1.2% | 1,028,932 | +5.4% | 0.03% | $19,487,977 |
| OSAIC HOLDINGS, INC. | 1.1% | 936,217 | +0.87% | 0.03% | $17,731,798 |
| Cetera Investment Advisers | 1.1% | 869,667 | +2.9% | 0.02% | $16,471,499 |
| RAYMOND JAMES FINANCIAL INC | 0.94% | 777,553 | -6.5% | 0% | $14,726,860 |
| ASSETMARK, INC | 0.73% | 604,643 | +9.5% | 0.02% | $11,451,938 |
| Vestmark Advisory Solutions, Inc. | 0.67% | 554,003 | +3.8% | 0.12% | $10,492,817 |
| Cambridge Investment Research Advisors, Inc. | 0.59% | 487,941 | +14% | 0.02% | $9,242,000 |
| JONES FINANCIAL COMPANIES LLLP | 0.53% | 440,123 | +14% | 0% | $8,283,115 |
| NewEdge Advisors, LLC | 0.48% | 394,212 | +2.2% | 0.03% | $7,466,387 |
| STEPHENS INC /AR/ | 0.43% | 354,923 | -54% | 0.08% | $6,722,240 |
| KMG FIDUCIARY PARTNERS, LLC | 0.41% | 340,507 | -22% | 0.48% | $6,449,212 |
| Envestnet Portfolio Solutions, Inc. | 0.39% | 319,234 | -3.3% | 0.03% | $6,046,292 |
| MGO ONE SEVEN LLC | 0.36% | 296,438 | +14% | 0.11% | $5,614,536 |
| TCP Asset Management, LLC | 0.35% | 288,274 | +3.8% | 0.7% | $5,459,910 |
| Independent Advisor Alliance | 0.34% | 277,945 | 0.06% | $5,264,280 | |
| BENJAMIN EDWARDS INC | 0.31% | 259,145 | -1.5% | 0.05% | $4,908,834 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
19
Latest
Q1 2026
Rows shown
1-19 of 19
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 6,452,949 | $121,668,522 | -$4,108,869 | $18.86 | 71 |
| 2026 Q1 | 51,236,433 | $970,377,777 | +$49,246,866 | $18.94 | 157 |
| 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 |