Q1 2024 13F Holders as of 3/31/2024
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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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137
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Total 13F shares, excl. options
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40.7M
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Shares change
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+5.33M
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Total reported value, excl. options
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$764M
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Value change
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+$100M
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Number of buys
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87
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Number of sells
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-46
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Price
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$18.77
Significant Holders of First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q1 2024
146 filings reported holding FSIG - First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF as of Q1 2024.
First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (FSIG) has 137 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 40.7M shares
of 70.4M outstanding shares and own 57.76% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (9.8M shares), LPL Financial LLC (6.08M shares), WELLS FARGO & COMPANY/MN (2.47M shares), FIRST TRUST ADVISORS LP (2.21M shares), STIFEL FINANCIAL CORP (1.62M shares), Csenge Advisory Group (1.61M shares), Royal Bank of Canada (1.35M shares), ENVESTNET ASSET MANAGEMENT INC (1.34M shares), STEPHENS INC /AR/ (1.17M shares), and Kestra Advisory Services, LLC (782K shares).
This table shows the top 137 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.