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First Trust Intermediate Duration Investment Grade Corporate ETF

105 hedge funds and large institutions have $326M invested in First Trust Intermediate Duration Investment Grade Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

28% more funds holding

Funds holding: 82105 (+23)

25% more capital invested

Capital invested by funds: $261M → $326M (+$65.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14.64% less ownership

Funds ownership: 89.88%75.24% (-15%)

Holders
105
Holders Change
+23
Holders Change %
+28.05%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
45
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$2.81M +$234K +11,232 +9%
BCI
27
Brinker Capital Investments
Pennsylvania
$2.66M +$82.1K +3,934 +3%
OPS
28
Orion Portfolio Solutions
Nebraska
$2.66M +$82.1K +3,934 +3%
HIS
29
Harvest Investment Services
Illinois
$2.5M -$198K -9,466 -7%
Truist Financial
30
Truist Financial
North Carolina
$2.46M -$2.27M -108,714 -48%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$2.31M -$574K -27,487 -20%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$2.28M +$697K +33,404 +43%
BEI
33
Benjamin Edwards Inc
Missouri
$1.93M +$613K +29,391 +45%
VWA
34
Visionary Wealth Advisors
Illinois
$1.85M -$595K -28,527 -24%
FPWM
35
FSB Premier Wealth Management
Iowa
$1.74M +$182K +8,716 +11%
IA
36
IFP Advisors
Florida
$1.68M +$64.7K +3,101 +4%
KWM
37
Kingsview Wealth Management
Oregon
$1.58M -$251K -12,008 -13%
IWM
38
Iams Wealth Management
Nebraska
$1.43M -$36.9K -1,766 -2%
AWM
39
AE Wealth Management
Kansas
$1.42M -$11.4K -547 -0.8%
SA
40
Sanctuary Advisors
Indiana
$1.41M +$26.4K +1,266 +2%
PFS
41
Prospera Financial Services
Texas
$1.41M +$9.83K +471 +0.7%
AWS
42
Atria Wealth Solutions
New York
$1.38M -$538K -25,767 -28%
IAA
43
Independent Advisor Alliance
North Carolina
$1.38M +$1.41M +67,449 New
TCWM
44
Total Clarity Wealth Management
Illinois
$1.35M +$1.37M +65,819 New
SPC
45
Sigma Planning Corp
Michigan
$1.26M +$385K +18,432 +43%
WCM
46
Winebrenner Capital Management
Kentucky
$1.24M +$1.26M +60,422 New
KPWS
47
Kestra Private Wealth Services
Texas
$1.23M -$112K -5,363 -8%
MA
48
Mutual Advisors
Nebraska
$1.23M -$1.8M -85,999 -59%
SCA
49
Snowden Capital Advisors
New York
$1.18M +$49.3K +2,362 +4%
NA
50
NewEdge Advisors
Louisiana
$1.18M +$854K +40,900 +241%