First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF
US ˙ ARCA ˙ US33738D8048

SecurityFSIG / First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership936,217 shares
Latest Disclosed Value $ 17,731,798
Advisor Group Holdings, Inc. reports 0.87% increase in ownership of FSIG / First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 936,217 shares of First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (US:FSIG) valued at $17,731,950 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 928,113 shares of First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF. This represents a change in shares of 0.87% during the quarter. The current value of the position is $17,657,053 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 936,217 8,104 0.87 17,732 -0.44 0.0151
2026-02-17 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 928,113 -348,281 -27.29 17,811 -27.29 0.0260
2025-11-14 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 1,276,394 376,659 41.86 24,494 42.48 0.0343
2025-09-04 2025-06-30 13F/A-1 IRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 899,735 68,929 8.30 17,191 9.25 0.0306
2025-08-13 2025-06-30 13F IRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 812,191 -18,615 15,396 0.0178
2025-05-12 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 830,806 -20,743 -2.44 15,736 -2.07 0.0351
2025-06-06 2024-12-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 851,549 306,287 56.17 16,069 53.47 0.0361
2025-02-07 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 425,145 -120,117 8,042 0.0205
2024-11-13 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 545,262 42,808 8.52 10,470 11.18 0.0236
2024-08-13 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 502,454 -75,044 -12.99 9,417 -13.12 0.0223
2024-05-10 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 577,498 133,294 30.01 10,839 28.70 0.0242
2024-02-12 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 444,204 24,211 5.76 8,423 9.04 0.0147
2023-11-13 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 419,993 -81,111 -16.19 7,724 -17.20 0.0114
2023-08-21 2023-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 501,104 -522,091 -51.03 9,328 -51.58 0.0167
2023-08-10 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 501,104 -522,091 9,328 0.0025
2023-05-12 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 1,023,195 200,055 24.30 19,267 25.37 0.0362
2023-02-10 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 823,140 808,337 5,460.63 15,367 5,528.94 0.0311
2022-11-14 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 14,803 1,236 9.11 273 7.06 0.0006
2022-08-10 2022-06-30 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 13,567 10,157 297.86 255 286.36 0.0006
2022-05-04 2022-03-31 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 3,410 3,410 66 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.