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First Trust Intermediate Duration Investment Grade Corporate ETF

126 hedge funds and large institutions have $534M invested in First Trust Intermediate Duration Investment Grade Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 24

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 117126 (+9)

6% more capital invested

Capital invested by funds: $506M → $534M (+$28.6M)

1.7% more ownership

Funds ownership: 79.62%81.32% (+1.7%)

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
24
Increased
70
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
51
Everest Financial Group
Minnesota
$934K +$948K +45,000 New
SCA
52
Snowden Capital Advisors
New York
$908K -$369K -17,528 -29%
DWP
53
Daymark Wealth Partners
Ohio
$897K +$284K +13,489 +45%
IPW
54
Impact Partnership Wealth
Georgia
$798K -$38.7K -1,838 -5%
WCM
55
Winebrenner Capital Management
Kentucky
$753K +$4.53K +215 +0.6%
CIA
56
Concurrent Investment Advisors
Florida
$753K -$13.4M -634,588 -95%
HIS
57
Harvest Investment Services
Illinois
$745K -$7.35K -349 -1%
SPC
58
Sigma Planning Corp
Michigan
$708K +$102K +4,855 +17%
KPWS
59
Kestra Private Wealth Services
Texas
$687K -$577K -27,381 -45%
MA
60
Mutual Advisors
Nebraska
$680K -$492K -23,355 -42%
PWM
61
Perigon Wealth Management
California
$660K +$36.8K +1,745 +6%
IAIM
62
International Assets Investment Management
Florida
$636K -$38.4K -1,822 -6%
RA
63
RFG Advisory
Alabama
$634K +$99.2K +4,711 +18%
PFA
64
Pinnacle Family Advisors
Missouri
$634K +$29.1K +1,384 +5%
BWM
65
BAM Wealth Management
Colorado
$632K +$214K +10,178 +50%
IP
66
Ignite Planners
California
$570K +$249K +11,825 +79%
LSIA
67
LaSalle St. Investment Advisors
Illinois
$569K -$4.74K -225 -0.8%
SWM
68
Spire Wealth Management
Virginia
$556K +$62.6K +2,972 +12%
OC
69
Oppenheimer & Co
New York
$544K +$552K +26,215 New
HI
70
Harbour Investments
Wisconsin
$532K +$21.1K +1,004 +4%
HAS
71
HBW Advisory Services
California
$523K +$37K +1,759 +8%
NG
72
Novem Group
New York
$471K +$478K +22,688 New
BWA
73
BlueChip Wealth Advisors
Georgia
$442K +$74.6K +3,541 +20%
KWS
74
Keystone Wealth Services
California
$436K
FFA
75
Farther Finance Advisors
California
$435K +$442K +20,984 New