Institutional Ownership
First Tr Exchange-Traded Fd
CUSIP 33738D804LIMITED DURATIONFSIGQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
80.9%
Max % of class reported
Institutional Holders
157
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Oct 22, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Oct 22, 2025 | First Trust Portfolios L.P. | 13G/A | 21.7% | 15.27M | SEC |
| 2 | Apr 16, 2025 | First Trust Portfolios L.P. | 13G/A | 20.1% | 13.98M | SEC |
| 3 | Jan 24, 2024 | First Trust Portfolios LP | 13G/A | 22.0% | 10.52M | SEC |
| 4 | Feb 10, 2023 | First Trust Portfolios LP | 13G/A | 18.5% | 3.81M | SEC |
| 5 | Jan 10, 2023 | First Trust Portfolios LP | 13G | 80.9% | 3.16M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 12.36M | $234.03M |
| 2 | Lpl Financial LLC | 8.63M | $163.39M |
| 3 | Wells Fargo & Company/Mn | 3.65M | $69.14M |
| 4 | First Trust Advisors LP | 3.27M | $61.99M |
| 5 | Csenge Advisory Group | 2.10M | $39.84M |
| 6 | Royal Bank Of Canada | 2.04M | $38.70M |
| 7 | Envestnet Asset Management Inc | 1.97M | $37.22M |
| 8 | Ameriprise Financial Inc | 1.73M | $32.72M |
| 9 | Stifel Financial Corp | 1.27M | $24.10M |
| 10 | Truist Financial Corp | 1.03M | $19.49M |