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
InstitutionIFG Advisory, LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
IFG Advisory, LLC closes position in FSIG / First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF

On May 12, 2026 - IFG Advisory, LLC filed a 13F-HR form disclosing ownership of 0 shares of First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (US:FSIG) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 242,073 shares of First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF. The current value of the position is $0 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)
2026-05-12 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 0 -100.00 0
2026-02-10 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 242,073 4,645
2025-11-12 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 228,615 154,336 207.78 4,392 209.23 0.1996
2025-08-04 2025-06-30 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 74,279 -107,896 -59.23 1,420 -58.84 0.0713
2025-05-08 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 182,175 92,507 103.17 3,450 103.90 0.1912
2025-02-14 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 89,668 117 0.13 1,692 -1.57 0.0959
2024-10-30 2024-09-30 13F FIRST TRUST MF Closed and MF Open 33738D804 89,551 89,551 1,719 0.1095
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.