FT LTD DURATION INV GRADE (FSIG) Institutional Shareholders
FT LTD DURATION INV GRADE (FSIG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $947.53M in FSIG holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FSIG tracked by InsiderSet, reporting ownership valued at approximately $234.03M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $232.73M, representing an estimated loss of -0.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed FSIG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FT LTD DURATION INV GRADE (FSIG).
This page ranks the largest institutional FSIG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
156
Total Reported Value
$947.53M
Largest Holder
Morgan Stanley
Largest Position
$234.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
109
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 12,356,464 | $234,031,451 | $232,733,999 | -$1,297,452 | -0.55% | |
| Lpl Financial Llc | 0.04% | 8,626,539 | $163,386,636 | $162,480,862 | -$905,774 | -0.55% | |
| Wells Fargo & Company/Mn | 0.01% | 3,650,356 | $69,137,751 | $68,754,455 | -$383,296 | -0.55% | |
| First Trust Advisors Lp | 0.04% | 3,272,845 | $61,987,684 | $61,644,036 | -$343,648 | -0.55% | |
| Csenge Advisory Group | 1.82% | 2,103,560 | $39,841,434 | $39,620,553 | -$220,881 | -0.55% | |
| Royal Bank Of Canada | 0.01% | 2,043,299 | $38,701,000 | $38,485,537 | -$215,463 | -0.56% | |
| Envestnet Asset Management Inc | 0.01% | 1,965,336 | $37,223,460 | $37,017,104 | -$206,356 | -0.55% | |
| Ameriprise Financial Inc | 0.01% | 1,727,806 | $32,715,788 | $32,543,226 | -$172,562 | -0.53% | |
| Stifel Financial Corp | 0.02% | 1,272,430 | $24,099,362 | $23,966,219 | -$133,143 | -0.55% | |
| Truist Financial Corp | 0.02% | 1,009,886 | $19,041,393 | $19,021,203 | -$20,190 | -0.11% | |
| Osaic Holdings, Inc. | 0.03% | 936,217 | $17,731,798 | $17,633,647 | -$98,151 | -0.55% | |
| Cetera Investment Advisers | 0.02% | 869,667 | $16,471,499 | $16,380,178 | -$91,321 | -0.55% | |
| Raymond James Financial Inc | 0.00% | 777,553 | $14,726,860 | $14,645,211 | -$81,649 | -0.55% | |
| Vestmark Advisory Solutions, Inc. | 0.12% | 554,003 | $10,492,817 | $10,434,647 | -$58,170 | -0.55% | |
| Assetmark, Inc | 0.02% | 534,714 | $10,082,032 | $10,071,338 | -$10,694 | -0.11% | |
| Jones Financial Companies Lllp | 0.00% | 440,123 | $8,283,115 | $8,289,717 | +$6,602 | +0.08% | |
| Stephens Inc | 0.08% | 356,844 | $6,728,302 | $6,721,157 | -$7,145 | -0.11% | |
| Tcp Asset Management, Llc | 0.68% | 317,321 | $5,983,090 | $5,976,741 | -$6,349 | -0.11% | |
| Newedge Advisors, Llc | 0.27% | 92,228 | $5,811,814 | $1,737,114 | -$4,074,700 | -70.11% | |
| Mgo One Seven Llc | 0.09% | 301,187 | $5,678,881 | $5,672,857 | -$6,024 | -0.11% | |
| Envestnet Portfolio Solutions, Inc. | 0.03% | 300,136 | $5,659,065 | $5,653,062 | -$6,003 | -0.11% | |
| Independent Advisor Alliance | 0.06% | 277,945 | $5,264,280 | $5,235,094 | -$29,186 | -0.55% | |
| Benjamin Edwards Inc | 0.05% | 275,648 | $5,197,939 | $5,191,830 | -$6,109 | -0.12% | |
| &Partners | 0.02% | 241,648 | $4,575,325 | $4,551,440 | -$23,885 | -0.52% | |
| Commonwealth Equity Services, Llc | 0.01% | 232,464 | $4,383,115 | $4,378,459 | -$4,656 | -0.11% | |
| Platform Technology Partners | 0.63% | 203,116 | $3,829,748 | $3,825,690 | -$4,058 | -0.11% | |
| Integrated Wealth Concepts Llc | 0.03% | 195,134 | $3,695,838 | $3,675,349 | -$20,489 | -0.55% | |
| Rfg Advisory, Llc | 0.05% | 176,300 | $3,324,129 | $3,320,611 | -$3,519 | -0.11% | |
| Cwm, Llc | 0.01% | 145,831 | $2,762,042 | $2,746,727 | -$15,315 | -0.55% | |
| Davenport & Co Llc | 0.01% | 140,244 | $2,644,301 | $2,641,496 | -$2,805 | -0.11% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 138,173 | $2,616,997 | $2,602,488 | -$14,509 | -0.55% | |
| Fsb Premier Wealth Management, Inc. | 0.79% | 133,302 | $2,524,744 | $2,510,743 | -$14,001 | -0.55% | |
| D.A. Davidson & Co. | 0.01% | 127,687 | $2,407,538 | $2,404,985 | -$2,553 | -0.11% | |
| Archer Investment Corp | 0.51% | 126,970 | $2,404,809 | $2,391,480 | -$13,329 | -0.55% | |
| Center For Financial Planning, Inc. | 0.22% | 124,915 | $2,355,273 | $2,352,774 | -$2,499 | -0.11% | |
| U.S. Capital Wealth Advisors, Llc | 0.06% | 116,662 | $2,209,583 | $2,197,329 | -$12,254 | -0.55% | |
| Avior Wealth Management, Llc | 0.05% | 110,548 | $2,084,381 | $2,082,172 | -$2,209 | -0.11% | |
| Stenger Family Office, Llc | 0.32% | 107,758 | $2,031,778 | $2,029,622 | -$2,156 | -0.11% | |
| Orion Porfolio Solutions, Llc | 0.02% | 105,975 | $2,007,174 | $1,996,039 | -$11,135 | -0.55% | |
| Mml Investors Services, Llc | 0.01% | 100,524 | $1,903,918 | $1,893,370 | -$10,548 | -0.55% | |
| J.W. Cole Advisors, Inc. | 0.03% | 98,269 | $1,852,866 | $1,850,897 | -$1,969 | -0.11% | |
| Kestra Advisory Services, Llc | 0.01% | 97,503 | $1,838,425 | $1,836,469 | -$1,956 | -0.11% | |
| Prospera Financial Services Inc | 0.03% | 97,109 | $1,830,811 | $1,829,048 | -$1,763 | -0.10% | |
| Wealthbridge Capital Management, Llc | 0.36% | 96,278 | $1,815,320 | $1,813,396 | -$1,924 | -0.11% | |
| Concurrent Investment Advisors, Llc | 0.01% | 92,380 | $1,741,830 | $1,739,977 | -$1,853 | -0.11% | |
| Private Advisor Group, Llc | 0.01% | 89,606 | $1,689,517 | $1,687,729 | -$1,788 | -0.11% | |
| Accurate Wealth Management, Llc | 0.16% | 88,136 | $1,660,482 | $1,660,042 | -$440 | -0.03% | |
| Altium Investment Strategies Llc | 2.38% | 87,600 | $1,650,384 | $1,649,946 | -$438 | -0.03% | |
| Rehmann Capital Advisory Group | 0.08% | 85,312 | $1,615,816 | $1,606,852 | -$8,964 | -0.55% | |
| Insight Advisors, Llc/ Pa | 0.31% | 85,001 | $1,609,912 | $1,600,994 | -$8,918 | -0.55% |
Frequently asked questions about FSIG
Who owns the most FSIG stock?
The largest holders of FSIG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FT LTD DURATION INV GRADE (FSIG).
Is FSIG widely held by superinvestors?
Many widely followed stocks like FSIG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FSIG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.