Vault-13

FIRST TR EXCHANGE-TRADED FD FSIG

LIMITED DURATION · ETP · CUSIP 33738D804

158 institutional holders -2 vs Q4 2025
51,151,78751.2m shares reported held*
$968.8mreported value*
19 new 78 added 45 reduced 21 sold out net bought ≈ $49.4m (+2.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.94.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 18Q4 22: 51Q1 23: 87Q2 23: 110Q3 23: 109Q4 23: 123Q1 24: 138Q2 24: 146Q3 24: 148Q4 24: 158Q1 25: 152Q2 25: 158Q3 25: 149Q4 25: 160Q1 26: 158158Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202218
Q4 202251
Q1 202387
Q2 2023110
Q3 2023109
Q4 2023123
Q1 2024138
Q2 2024146
Q3 2024148
Q4 2024158
Q1 2025152
Q2 2025158
Q3 2025149
Q4 2025160
Q1 2026158

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 73 bought or addedQ2 24: 71 cut or sold outQ3 24: 94 bought or addedQ3 24: 55 cut or sold outQ3 24Q4 24: 91 bought or addedQ4 24: 60 cut or sold outQ1 25: 71 bought or addedQ1 25: 82 cut or sold outQ1 25Q2 25: 79 bought or addedQ2 25: 66 cut or sold outQ3 25: 81 bought or addedQ3 25: 71 cut or sold outQ3 25Q4 25: 85 bought or addedQ4 25: 65 cut or sold outQ1 26: 97 bought or addedQ1 26: 66 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20247371
Q3 20249455
Q4 20249160
Q1 20257182
Q2 20257966
Q3 20258171
Q4 20258565
Q1 20269766

Biggest buyers

LPL Financial LLC Added +945,327+945.3k
MORGAN STANLEY Added +880,209+880.2k
STIFEL FINANCIAL CORP Added +428,682+428.7k
FIRST TRUST ADVISORS LP Added +400,983+401.0k
Independent Advisor Alliance New +277,945+277.9k
WELLS FARGO & COMPANY/MN Added +223,384+223.4k
Integrated Wealth Concepts LLC New +195,134+195.1k
Avior Wealth Management, LLC New +152,934+152.9k
CWM, LLC Added +144,010+144.0k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC New +138,173+138.2k

Biggest sellers

AMERIPRISE FINANCIAL INC Reduced -626,239-626.2k
STEPHENS INC /AR/ Reduced -412,372-412.4k
IFG Advisory, LLC Sold out -242,073-242.1k
Mutual Advisors, LLC Reduced -177,052-177.1k
KMG FIDUCIARY PARTNERS, LLC Reduced -96,631-96.6k
J.W. COLE ADVISORS, INC. Sold out -70,262-70.3k
RAYMOND JAMES FINANCIAL INC Reduced -54,183-54.2k
Hilltop Holdings Inc. Sold out -52,905-52.9k
TrueWealth Financial Partners Sold out -45,317-45.3k
GOLDMAN SACHS GROUP INC Sold out -42,780-42.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution -1.2 pts · filed 2026-07-17 22.8% -1.2 pts 18.9m≈ $355.7m 2026-07-17

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 12,356,46412.4m $234.0m $234.0m 0.01% Added +880.2k +880,209
2 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 8,626,5398.6m $163.4m $163.4m 0.04% Added +945.3k +945,327
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 3,650,3563.7m $69.1m $69.1m 0.01% Added +223.4k +223,384
4 FIRST TRUST ADVISORS LP 0.04% of their portfolio Wheaton, IL 3,272,8453.3m $62.0m $62.0m 0.04% Added +401.0k +400,983
5 Csenge Advisory Group 1.82% of their portfolio CLEARWATER, FL 2,103,5602.1m $39.8m $39.8m 1.82% Added +25.4k +25,383
6 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,043,2992.0m $38.7m $38.7m 0.01% Added +54.4k +54,351
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,965,3362.0m $37.2m $37.2m 0.01% Added +124.6k +124,618
8 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,727,8061.7m $32.7m $32.7m 0.01% Reduced -626.2k -626,239
9 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 1,272,4301.3m $24.1m $24.1m 0.02% Added +428.7k +428,682
10 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 1,028,9321.0m $19.5m $19.5m 0.03% Added +53.0k +53,028
11 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 936,217936.2k $17.7m $17.7m 0.03% Added +8.1k +8,104
12 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 869,667869.7k $16.5m $16.5m 0.02% Added +24.4k +24,395
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 777,553777.6k $14.7m $14.7m 0.00% Reduced -54.2k -54,183
14 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 604,643604.6k $11.5m $11.5m 0.02% Added +52.4k +52,447
15 Vestmark Advisory Solutions, Inc. 0.12% of their portfolio Wakefield, MA 554,003554.0k $10.5m $10.5m 0.12% Added +20.5k +20,484
16 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 487,941487.9k $9.2m $9.2m 0.02% Added +59.8k +59,800
17 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 440,123440.1k $8.3m $8.3m 0.00% Added +53.0k +52,969
18 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 394,212394.2k $7.5m $7.5m 0.03% Added +8.6k +8,600
19 STEPHENS INC /AR/ 0.08% of their portfolio LITTLE ROCK, AR 354,923354.9k $6.7m $6.7m 0.08% Reduced -412.4k -412,372
20 KMG FIDUCIARY PARTNERS, LLC 0.48% of their portfolio TOLEDO, OH 340,507340.5k $6.4m $6.4m 0.48% Reduced -96.6k -96,631
21 Envestnet Portfolio Solutions, Inc. 0.03% of their portfolio BERWYN, PA 319,234319.2k $6.0m $6.0m 0.03% Reduced -10.9k -10,916
22 MGO ONE SEVEN LLC 0.11% of their portfolio Beachwood, OH 296,438296.4k $5.6m $5.6m 0.11% Added +36.5k +36,467
23 TCP Asset Management, LLC 0.70% of their portfolio Upper Arlington, OH 288,274288.3k $5.5m $5.5m 0.70% Added +10.5k +10,477
24 Independent Advisor Alliance 0.06% of their portfolio CHARLOTTE, NC 277,945277.9k $5.3m $5.3m 0.06% New
25 BENJAMIN EDWARDS INC 0.05% of their portfolio Clayton, MO 259,145259.1k $4.9m $4.9m 0.05% Reduced -3.9k -3,906
26 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 241,648241.6k $4.6m $4.6m 0.02% Added +631 +631
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 208,170208.2k $3.9m $3.9m 0.01% Added +73.9k +73,943
28 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 195,134195.1k $3.7m $3.7m 0.03% New
29 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 179,760179.8k $3.4m $3.4m 0.01% Added +11.3k +11,260
30 Avior Wealth Management, LLC 0.08% of their portfolio OMAHA, NE 152,934152.9k $2.9m $2.9m 0.08% New
31 DAVENPORT & Co LLC 0.02% of their portfolio RICHMOND, VA 147,060147.1k $2.8m $2.8m 0.02% Added +10.2k +10,198
32 CWM, LLC 0.01% of their portfolio OMAHA, NE 145,831145.8k $2.8m $2.8m 0.01% Added +144.0k +144,010
33 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 138,173138.2k $2.6m $2.6m 0.00% New
34 RFG Advisory, LLC 0.05% of their portfolio BIRMINGHAM, AL 136,561136.6k $2.6m $2.6m 0.05% Added +30.1k +30,059
35 FSB PREMIER WEALTH MANAGEMENT, INC. 0.79% of their portfolio WATERLOO, IA 133,302133.3k $2.5m $2.5m 0.79% Added +4.8k +4,766
36 Center for Financial Planning, Inc. 0.26% of their portfolio SOUTHFIED, MI 131,770131.8k $2.5m $2.5m 0.26% Reduced -23.2k -23,206
37 Archer Investment Corp 0.51% of their portfolio Carmel, IN 126,970127.0k $2.4m $2.4m 0.51% Added +2.9k +2,901
38 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 124,759124.8k $2.4m $2.4m 0.01% Added +8.3k +8,252
39 U.S. Capital Wealth Advisors, LLC 0.06% of their portfolio AUSTIN, TX 116,662116.7k $2.2m $2.2m 0.06% Added +5.9k +5,942
40 Stenger Family Office, LLC 0.38% of their portfolio Naperville, IL 112,328112.3k $2.1m $2.1m 0.38% Added +212 +212
41 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 105,975106.0k $2.0m $2.0m 0.02% Added +5.0k +4,950
42 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 104,940104.9k $2.0m $2.0m 0.02% Added +24.4k +24,384
43 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 101,266101.3k $1.9m $1.9m 0.01% Reduced -31.8k -31,842
44 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 100,524100.5k $1.9m $1.9m 0.01% Reduced -3.9k -3,927
45 Platform Technology Partners 0.36% of their portfolio NEW YORK, NY 99,59899.6k $1.9m $1.9m 0.36% Reduced -8.8k -8,767
46 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 93,84093.8k $1.8m $1.8m 0.02% Reduced -39.9k -39,868
47 WealthBridge Capital Management, LLC 0.39% of their portfolio WESTERVILLE, OH 88,62488.6k $1.7m $1.7m 0.39% Added +14.4k +14,375
48 Rehmann Capital Advisory Group 0.08% of their portfolio LANSING, MI 85,31285.3k $1.6m $1.6m 0.08% Reduced -40.0k -40,032
49 Insight Advisors, LLC/ PA 0.31% of their portfolio Newtown, PA 85,00185.0k $1.6m $1.6m 0.31% Reduced -347 -347
50 Balefire, LLC 0.30% of their portfolio DALLAS, TX 83,30183.3k $1.6m $1.6m 0.30% Added +3.9k +3,876
51 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 83,13283.1k $1.6m $1.6m 0.00% Added +1.9k +1,856
52 Pacific Excel Wealth Advisors, Inc. 1.61% of their portfolio WALNUT CREEK, CA 80,87580.9k $1.5m $1.5m 1.61% Added +25.5k +25,540
53 DAYMARK WEALTH PARTNERS, LLC 0.05% of their portfolio CINCINNATI, OH 79,87079.9k $1.5m $1.5m 0.05% Reduced -8.0k -7,997
54 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 77,15377.2k $1.5m $1.5m 0.02% Added +17.0k +16,966
55 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 71,63671.6k $1.4m $1.4m 0.02% Reduced -4.7k -4,720
56 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 65,60265.6k $1.2m $1.2m 0.02% Reduced -2.5k -2,479
57 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 64,99765.0k $1.2m $1.2m 0.01% Added +3.0k +3,015
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 64,41264.4k $1.2m $1.2m 0.00% New
59 Accurate Wealth Management, LLC 0.14% of their portfolio WESLEY CHAPEL, FL 61,87661.9k $1.2m $1.2m 0.14% New
60 Altium Investment Strategies LLC 3.43% of their portfolio WESLEY CHAPEL, FL 61,34061.3k $1.2m $1.2m 3.43% First filing
61 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 60,88560.9k $1.2m $1.2m 0.02% Added +5.4k +5,415
62 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 60,35760.4k $1.1m $1.1m 0.01% Added +4.6k +4,631
63 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 59,44959.4k $1.1m $1.1m 0.00% Added +187 +187
64 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 59,39559.4k $1.1m $1.1m 0.03% Added +1.8k +1,789
65 Harvest Investment Services, LLC 0.20% of their portfolio Oakbrook Terrace, IL 58,91558.9k $1.1m $1.1m 0.20% Reduced -3.4k -3,436
66 Gateway Wealth Partners, LLC 0.04% of their portfolio APPLETON, WI 56,84756.8k $1.1m $1.1m 0.04% Added +34.1k +34,127
67 Continuum Advisory, LLC 0.10% of their portfolio EAGLE, ID 56,79156.8k $1.1m $1.1m 0.10% Added +7.0k +7,045
68 Crusonia Wealth Advisors LLC 0.22% of their portfolio DENVER, CO 55,70955.7k $1.1m $1.1m 0.22% Added +238 +238
69 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 54,91154.9k $1.0m $1.0m 0.00% Added +33.1k +33,063
70 Mariner, LLC 0.00% of their portfolio Overland Park, KS 53,41753.4k $1.0m $1.0m 0.00% Added +229 +229
71 TWIN PEAKS WEALTH ADVISORS, LLC 0.25% of their portfolio SAN FRANCISCO, CA 51,90751.9k $983.1k $983.1k 0.25% Added +26.7k +26,741
72 Sequent Planning LLC 0.23% of their portfolio OMAHA, NE 51,28551.3k $971.3k $971.3k 0.23% Added +1.8k +1,808
73 IAMS WEALTH MANAGEMENT, LLC 0.33% of their portfolio OMAHA, NE 50,56650.6k $957.7k $957.7k 0.33% Reduced -2.6k -2,641
74 Everest Financial Group LLC 0.15% of their portfolio MINNEAPOLIS, MN 48,50048.5k $918.6k $918.6k 0.15% New
75 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 48,24548.2k $913.8k $913.8k 0.00% Reduced -847 -847
76 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 46,08246.1k $872.8k $872.8k 0.02% Reduced -177.1k -177,052
77 True Blue Financial, LLC 0.68% of their portfolio STEVENSVILLE, MI 45,73345.7k $866.2k $866.2k 0.68% Added +416 +416
78 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 42,59442.6k $807.0k $807.0k 0.02% Reduced -1.6k -1,628
79 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 42,43642.4k $803.7k $803.7k 0.00% Added +408 +408
80 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 42,13742.1k $798.1k $798.1k 0.02% Added +150 +150
81 WINEBRENNER CAPITAL MANAGEMENT LLC 0.46% of their portfolio LOUISVILLE, KY 37,49337.5k $710.1k $710.1k 0.46% Unchanged
82 Park Square Financial Group, LLC 5.26% of their portfolio ROSWELL, GA 36,57336.6k $692.7k $692.7k 5.26% Reduced -3.8k -3,802
83 BEACON FINANCIAL GROUP 0.07% of their portfolio DALLAS, TX 35,21335.2k $666.9k $666.9k 0.07% Unchanged
84 Maia Wealth LLC 0.10% of their portfolio DENVER, CO 31,05931.1k $588.3k $588.3k 0.10% Added +723 +723
85 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 29,83229.8k $565.0k $565.0k 0.00% Reduced -684 -684
86 Keating Financial Advisory Services, Inc. 0.09% of their portfolio MANHATTAN, KS 28,91828.9k $547.7k $547.7k 0.09% Reduced -18.5k -18,472
87 LaSalle St. Investment Advisors, LLC 0.07% of their portfolio ELMHURST, IL 26,13826.1k $495.1k $495.1k 0.07% Reduced -180 -180
88 Ascent Group, LLC 0.02% of their portfolio VIRGINIA BEACH, VA 26,03326.0k $493.1k $493.1k 0.02% Added +623 +623
89 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 25,96126.0k $491.7k $491.7k 0.00% Added +770 +770
90 TSFG, LLC 0.07% of their portfolio LAKE FOREST, IL 25,72125.7k $487.0k $487.0k 0.07% Added +291 +291
91 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 25,20425.2k $477.4k $477.4k 0.02% Added +934 +934
92 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,92523.9k $453.1k $453.1k 0.00% New
93 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 23,73823.7k $449.6k $449.6k 0.00% New
94 Pine Valley Investments Ltd Liability Co 0.02% of their portfolio MARLTON, NJ 23,69023.7k $448.7k $448.7k 0.02% Added +6.9k +6,866
95 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 23,64623.6k $447.9k $447.9k 0.01% Added +2.3k +2,328
96 Capital Investment Advisory Services, LLC 0.03% of their portfolio RALEIGH, NC 23,15423.2k $438.5k $438.5k 0.03% Added +6.2k +6,176
97 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 21,57821.6k $408.7k $408.7k 0.01% Reduced -24.6k -24,629
98 Triad Wealth Partners, LLC 0.03% of their portfolio LAWRENCE, KS 21,45321.5k $406.3k $406.3k 0.03% New
99 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 19,49719.5k $369.3k $369.3k 0.01% Added +2.6k +2,634
100 BARRETT & COMPANY, INC. 0.13% of their portfolio PROVIDENCE, RI 19,39419.4k $367.3k $367.3k 0.13% Added +12.4k +12,394