We are live on ! Find out more
FIIG icon

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
TPWA
51
Twin Peaks Wealth Advisors
California
$1.04M +$16.7K +812 +2%
CAS
52
Coppell Advisory Solutions
Texas
$1.03M +$1.03M +49,803 New
IAIM
53
International Assets Investment Management
Florida
$1.03M +$4.65K +226 +0.5%
SPC
54
Sigma Planning Corp
Michigan
$1.02M -$251K -12,190 -20%
AI
55
Atria Investments
North Carolina
$972K +$60.7K +2,948 +7%
HIS
56
Harvest Investment Services
Illinois
$880K -$1.65M -80,092 -65%
IPW
57
Impact Partnership Wealth
Georgia
$824K +$177K +8,594 +28%
WCM
58
Winebrenner Capital Management
Kentucky
$796K -$454K -22,064 -37%
CWP
59
Core Wealth Partners
California
$747K +$257K +12,495 +53%
PA
60
PFG Advisors
Arizona
$720K -$175K -8,484 -20%
IFG
61
Independent Financial Group
California
$650K +$225K +10,952 +54%
NA
62
NewEdge Advisors
Louisiana
$578K -$618K -30,037 -52%
PFA
63
Pinnacle Family Advisors
Missouri
$574K +$5.54K +269 +1%
PWM
64
Perigon Wealth Management
California
$572K +$148K +7,200 +35%
SWM
65
Spire Wealth Management
Virginia
$563K +$6.69K +325 +1%
FTUS
66
Flow Traders U.S.
New York
$559K -$405K -19,668 -42%
PAG
67
Private Advisor Group
New Jersey
$556K +$63.3K +3,076 +13%
LSIA
68
LaSalle St. Investment Advisors
Illinois
$505K -$6.16K -299 -1%
KWS
69
Keystone Wealth Services
California
$436K +$111K +5,400 +35%
RA
70
RFG Advisory
Alabama
$372K -$14.7K -714 -4%
BWA
71
BlueChip Wealth Advisors
Georgia
$368K +$365K +17,748 New
AWM
72
Apollon Wealth Management
South Carolina
$350K +$12.4K +602 +4%
SG
73
StoneX Group
New York
$330K +$62K +3,011 +23%
GM
74
GeoWealth Management
Illinois
$301K -$1.3K -63 -0.4%
PCS
75
Private Client Services
Kentucky
$287K +$19.5K +947 +7%

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.