Q2 2024 13F Holders as of 6/30/2024
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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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146
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Total 13F shares, excl. options
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40.8M
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Shares change
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+69.9K
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Total reported value, excl. options
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$766M
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Value change
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+$1.29M
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Number of buys
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76
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Number of sells
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-70
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Price
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$18.74
Significant Holders of First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q2 2024
159 filings reported holding FSIG - First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2024.
First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (FSIG) has 146 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 40.8M shares
of 70.4M outstanding shares and own 57.99% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (9.85M shares), LPL Financial LLC (6.52M shares), FIRST TRUST ADVISORS LP (2.99M shares), WELLS FARGO & COMPANY/MN (2.58M shares), Csenge Advisory Group (1.69M shares), ENVESTNET ASSET MANAGEMENT INC (1.42M shares), Royal Bank of Canada (1.4M shares), STEPHENS INC /AR/ (1.1M shares), Kestra Advisory Services, LLC (803K shares), and Cetera Investment Advisers (760K shares).
This table shows the top 146 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.