Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / First Trust Limited Duration Investment Grade Corporate ETF
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Shares outstanding
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70.4M
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Number of holders
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122
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Total 13F shares, excl. options
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35.2M
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Shares change
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+4.01M
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Total reported value, excl. options
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$667M
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Value change
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+$76.4M
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Number of buys
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75
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Number of sells
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-45
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Price
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$18.96
Significant Holders of First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q4 2023
131 filings reported holding FSIG - First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF as of Q4 2023.
First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (FSIG) has 122 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 35.2M shares
of 70.4M outstanding shares and own 49.98% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (9.61M shares), LPL Financial LLC (6.38M shares), FIRST TRUST ADVISORS LP (2.52M shares), WELLS FARGO & COMPANY/MN (1.44M shares), Csenge Advisory Group (1.44M shares), ROYAL BANK OF CANADA (1.28M shares), STEPHENS INC /AR/ (1.25M shares), ENVESTNET ASSET MANAGEMENT INC (1.17M shares), COMMONWEALTH EQUITY SERVICES, LLC (657K shares), and Kestra Advisory Services, LLC (645K shares).
This table shows the top 122 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.