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First Trust Intermediate Duration Investment Grade Corporate ETF

105 hedge funds and large institutions have $367M invested in First Trust Intermediate Duration Investment Grade Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 25

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

13% more capital invested

Capital invested by funds: $326M → $367M (+$40.9M)

8.22% more ownership

Funds ownership: 75.24%83.46% (+8.2%)

0% more funds holding

Funds holding: 105105 (0)

Holders
105
Holders Change
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
57
Reduced
25
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$3.05M +$2.08M +101,032 +220%
BEI
27
Benjamin Edwards Inc
Missouri
$2.77M +$801K +38,925 +41%
BCI
28
Brinker Capital Investments
Pennsylvania
$2.7M +$3.4K +165 +0.1%
OPS
29
Orion Portfolio Solutions
Nebraska
$2.7M +$3.4K +165 +0.1%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2.66M +$343K +16,666 +15%
GVAG
31
Great Valley Advisor Group
Delaware
$2.59M -$260K -12,649 -9%
Citadel Advisors
32
Citadel Advisors
Florida
$2.57M +$2.55M +123,766 New
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$2.33M -$8.34K -405 -0.4%
PFS
34
Prospera Financial Services
Texas
$2.17M +$735K +35,699 +52%
FPWM
35
FSB Premier Wealth Management
Iowa
$2.04M +$269K +13,050 +15%
IA
36
IFP Advisors
Florida
$1.98M +$275K +13,379 +16%
AWM
37
AE Wealth Management
Kansas
$1.91M +$471K +22,879 +33%
VWA
38
Visionary Wealth Advisors
Illinois
$1.87M -$8.01K -389 -0.4%
MA
39
Mutual Advisors
Nebraska
$1.62M +$383K +18,599 +31%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.54M +$1.29M +62,535 +532%
IWM
41
Iams Wealth Management
Nebraska
$1.41M -$42.2K -2,049 -3%
SA
42
Sanctuary Advisors
Indiana
$1.37M -$52.4K -2,544 -4%
AWS
43
Atria Wealth Solutions
New York
$1.36M -$47.2K -2,292 -3%
KWM
44
Kingsview Wealth Management
Oregon
$1.35M -$244K -11,869 -15%
TCWM
45
Total Clarity Wealth Management
Illinois
$1.35M
OMC
46
Old Mission Capital
Illinois
$1.25M +$1.24M +60,370 New
SCA
47
Snowden Capital Advisors
New York
$1.22M +$20.4K +993 +2%
KPWS
48
Kestra Private Wealth Services
Texas
$1.22M -$24.8K -1,204 -2%
PAS
49
Park Avenue Securities
New York
$1.12M +$43.7K +2,124 +4%
NW
50
NewEdge Wealth
Pennsylvania
$1.06M -$30.5K -1,480 -3%

FIIG Hedge Fund Activity: Q1 2025 in Review

105 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) for Q1 2025, worth a combined $367M — up 13% from $326M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FIIG positions and 15 closed out — a net gain of 2 holders — while 57 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.4M. The largest seller was Goldman Sachs, exiting entirely with an estimated $15.4M sold.

  • 105 institutional investors held First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $367M of First Trust Intermediate Duration Investment Grade Corporate ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 17 funds opened new First Trust Intermediate Duration Investment Grade Corporate ETF positions in Q1 2025 and 15 closed out, a net change of +2 holders.
  • The largest First Trust Intermediate Duration Investment Grade Corporate ETF buyer in Q1 2025 was Morgan Stanley, an estimated $12.4M added.
  • The largest First Trust Intermediate Duration Investment Grade Corporate ETF seller in Q1 2025 was Goldman Sachs, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2025.