FT LTD DURATION INV GRADE FSIG
$18.88
+0.2% 52w: $18.14 – $18.91
Latest 13F among current holders filed 27 days ago (Jun 8, 2026)
Price — last 12 months
research preview data18.1418.5218.91
Jun 20, 2025 Jul 2, 2026
Institutional holders
157
-3 QoQ
13F value
$970.4M
+4.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FSIG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 12.4M | $234.0M | 0.0% | +7.7% |
| LPL Financial LLC | Bank broker | 8.6M | $163.4M | 0.0% | +12.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.7M | $69.1M | 0.0% | +6.5% |
| FIRST TRUST ADVISORS LP | Index provider | 3.3M | $62.0M | 0.0% | +14.0% |
| Csenge Advisory Group | Wealth advisor | 2.1M | $39.8M | 1.8% | +1.2% |
| ROYAL BANK OF CANADA | Bank broker | 2.0M | $38.7M | 0.0% | +2.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.0M | $37.2M | 0.0% | +6.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.7M | $32.7M | 0.0% | -26.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.3M | $24.1M | 0.0% | +50.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.0M | $19.5M | 0.0% | +5.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 936.2K | $17.7M | 0.0% | +0.9% |
| Cetera Investment Advisers | Wealth advisor | 869.7K | $16.5M | 0.0% | +2.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 777.6K | $14.7M | 0.0% | -6.5% |
| ASSETMARK, INC | Wealth advisor | 604.6K | $11.5M | 0.0% | +9.5% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 554.0K | $10.5M | 0.1% | +3.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 487.9K | $9.2M | 0.0% | +14.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 440.1K | $8.3M | 0.0% | +13.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 394.2K | $7.5M | 0.0% | +2.2% |
| STEPHENS INC /AR/ | Diversified mechanical | 354.9K | $6.7M | 0.1% | -53.7% |
| KMG FIDUCIARY PARTNERS, LLC | Other | 340.5K | $6.4M | 0.5% | -22.1% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 319.2K | $6.0M | 0.0% | -3.3% |
| MGO ONE SEVEN LLC | Wealth advisor | 296.4K | $5.6M | 0.1% | +14.0% |
| TCP Asset Management, LLC | Wealth advisor | 288.3K | $5.5M | 0.7% | +3.8% |
| Independent Advisor Alliance | Wealth advisor | 277.9K | $5.3M | 0.1% | New |
| BENJAMIN EDWARDS INC | Diversified mechanical | 259.1K | $4.9M | 0.0% | -1.5% |
| &PARTNERS | Diversified mechanical | 241.6K | $4.6M | 0.0% | +0.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 208.2K | $3.9M | 0.0% | +55.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 195.1K | $3.7M | 0.0% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 179.8K | $3.4M | 0.0% | +6.7% |
| Avior Wealth Management, LLC | Wealth advisor | 152.9K | $2.9M | 0.1% | New |
| DAVENPORT & Co LLC | Diversified mechanical | 147.1K | $2.8M | 0.0% | +7.5% |
| CWM, LLC | Wealth advisor | 145.8K | $2.8M | 0.0% | +7908.3% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 138.2K | $2.6M | 0.0% | New |
| RFG Advisory, LLC | Wealth advisor | 136.6K | $2.6M | 0.0% | +28.2% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | Wealth advisor | 133.3K | $2.5M | 0.8% | +3.7% |
| Center for Financial Planning, Inc. | Wealth advisor | 131.8K | $2.5M | 0.3% | -15.0% |
| Archer Investment Corp | Wealth advisor | 127.0K | $2.4M | 0.5% | +2.3% |
| D.A. DAVIDSON & CO. | Wealth advisor | 124.8K | $2.4M | 0.0% | +7.1% |
| U.S. Capital Wealth Advisors, LLC | Other | 116.7K | $2.2M | 0.1% | +5.4% |
| Stenger Family Office, LLC | Other | 112.3K | $2.1M | 0.4% | +0.2% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 106.0K | $2.0M | 0.0% | +4.9% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 104.9K | $2.0M | 0.0% | +30.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 101.3K | $1.9M | 0.0% | -23.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 100.5K | $1.9M | 0.0% | -3.8% |
| Platform Technology Partners | Other | 99.6K | $1.9M | 0.4% | -8.1% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 93.8K | $1.8M | 0.0% | -29.8% |
| WealthBridge Capital Management, LLC | Wealth advisor | 88.6K | $1.7M | 0.4% | +19.4% |
| Rehmann Capital Advisory Group | Wealth advisor | 85.3K | $1.6M | 0.1% | -31.9% |
| Insight Advisors, LLC/ PA | Wealth advisor | 85.0K | $1.6M | 0.3% | -0.4% |
| Balefire, LLC | Wealth advisor | 83.3K | $1.6M | 0.3% | +4.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.