Latest Period
Q2 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
163
Shares (Excl. Options)
53,591,304
Price
$18.86
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- Security type / class
- Equity / First Trust Limited Duration Investment Grade Corporate ETF
- Symbol
- FSIG
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 53,591,304
- Total 13F value
- $1,010,494,096
- Portfolio coverage rank
- 0%
- Share change
- +2,304,150
- Value change
- +$43,371,408
- Number of holders
- 163
- Shares outstanding
- 82,595,797
- SEC-reported price per share
- $18.82
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.
- 163 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 158 to 163 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $970,487,610 to $1,010,494,096.
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 163 institutions filings for Q2 2026.
Security key
33738D804
Latest holder period
Q2 2026
13F holders
163
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 30 Jun 2026, 163 institutional investors reported holding 53,591,304 shares of First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (FSIG). This represents 65% 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
56%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 15% | 12,394,310 | +0.31% | 0.01% | $233,694,731 |
| LPL Financial LLC | 10% | 8,421,429 | -2.4% | 0.04% | $158,786,021 |
| WELLS FARGO & COMPANY/MN | 4.6% | 3,827,738 | +4.9% | 0.01% | $72,171,993 |
| FIRST TRUST ADVISORS LP | 3.5% | 2,890,767 | -12% | 0.03% | $54,505,412 |
| Csenge Advisory Group | 2.6% | 2,132,892 | +1.4% | 1.6% | $40,215,678 |
| ROYAL BANK OF CANADA | 2.6% | 2,110,286 | +3.3% | 0.01% | $39,789,000 |
| ENVESTNET ASSET MANAGEMENT INC | 2.4% | 1,972,353 | +0.36% | 0.01% | $37,188,714 |
| AMERIPRISE FINANCIAL INC | 2% | 1,668,435 | -3.4% | 0.01% | $31,460,093 |
| STIFEL FINANCIAL CORP | 1.2% | 1,018,327 | -20% | 0.02% | $19,200,536 |
| TRUIST FINANCIAL CORP | 1.2% | 1,009,886 | -1.9% | 0.02% | $19,041,393 |
| OSAIC HOLDINGS, INC. | 1.2% | 1,001,684 | +7% | 0.02% | $18,890,355 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1% | 942,594 | +3840% | 0.02% | $17,772,610 |
| Cetera Investment Advisers | 1.1% | 894,818 | +2.9% | 0.02% | $16,871,810 |
| RAYMOND JAMES FINANCIAL INC | 0.96% | 790,413 | +1.7% | 0% | $14,903,229 |
| CITADEL ADVISORS LLC | 0.68% | 562,561 | 0.01% | $10,607,088 | |
| Vestmark Advisory Solutions, Inc. | 0.67% | 554,003 | 0% | 0.1% | $10,445,728 |
| GOLDMAN SACHS GROUP INC | 0.65% | 536,341 | 0% | $10,112,710 | |
| ASSETMARK, INC | 0.65% | 534,714 | -12% | 0.02% | $10,082,032 |
| JONES FINANCIAL COMPANIES LLLP | 0.59% | 491,286 | +12% | 0% | $9,290,218 |
| Cambridge Investment Research Advisors, Inc. | 0.58% | 478,165 | -2% | 0.02% | $9,016,000 |
| OLD MISSION CAPITAL LLC | 0.55% | 454,135 | 0.22% | $8,562,715 | |
| NewEdge Advisors, LLC | 0.45% | 375,737 | -4.7% | 0.02% | $7,084,522 |
| STEPHENS INC /AR/ | 0.43% | 356,844 | +0.54% | 0.08% | $6,728,302 |
| KINTRA WEALTH, LLC | 0.42% | 344,453 | 0.34% | $6,492,946 | |
| TCP Asset Management, LLC | 0.38% | 317,321 | +10% | 0.68% | $5,983,090 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
19
Latest
Q2 2026
Rows shown
1-19 of 19
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 53,591,304 | $1,010,494,096 | +$43,371,408 | $18.86 | 163 |
| 2026 Q1 | 51,242,232 | $970,487,610 | +$49,261,279 | $18.94 | 158 |
| 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 |