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First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG

17 hedge funds and large institutions have $35.4M invested in First Trust Intermediate Duration Investment Grade Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 1 increasing their positions, reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more capital invested

Capital invested by funds: $8.88M → $35.4M (+$26.6M)

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

113% more funds holding

Funds holding: 8 → 17 (+9)

34.79% more ownership

Funds ownership: 91.17% → 125.96% (+35%)

Holders
17
Holders Change
+9
Holders Change %
+112.5%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
1
Reduced
–
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$6.35M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.37M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.44M
4
KWM
Kingsview Wealth Management
Oregon
+$2.82M
5
CAG
Csenge Advisory Group
Florida
+$2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.73M
2
Bank of America
Bank of America
North Carolina
-$1.66M
3
MSU
Mizuho Securities USA
New York
-$703K
4
JP Morgan Chase
JP Morgan Chase
New York
-$550K
5
Jane Street
Jane Street
New York
-$440K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$10.4M +$6.35M +319,371 +175%
CAM
2
Creekmur Asset Management
Illinois
$5.82M +$5.53M +278,103 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.65M +$5.37M +269,998 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.62M +$3.44M +173,125 New
KWM
5
Kingsview Wealth Management
Oregon
$2.97M +$2.82M +141,789 New
CAG
6
Csenge Advisory Group
Florida
$2.1M +$2M +100,589 New
RCAG
7
Rehmann Capital Advisory Group
Michigan
$1.39M +$1.32M +66,412 New
AI
8
Atria Investments
North Carolina
$1.2M +$1.15M +57,597 New
KPWS
9
Kestra Private Wealth Services
Texas
$598K +$568K +28,567 New
PWM
10
Prosperity Wealth Management
California
$294K +$280K +14,075 New
KWS
11
Keystone Wealth Services
California
$262K +$249K +12,500 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$255K +$242K +12,167 New
TCWM
13
Total Clarity Wealth Management
Illinois
$251K +$239K +12,000 New
AA
14
Advisory Alpha
Michigan
$239K +$228K +11,444 New
Truist Financial
15
Truist Financial
North Carolina
$200K +$190K +9,565 New
Osaic Holdings
16
Osaic Holdings
Arizona
$170K +$162K +8,129 New
BFEC
17
Benjamin F. Edwards & Company
Missouri
$54K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
– -$1.73M -88,800 Closed
Bank of America
19
Bank of America
North Carolina
– -$1.66M -85,000 Closed
MSU
20
Mizuho Securities USA
New York
– -$703K -36,105 Closed
JP Morgan Chase
21
JP Morgan Chase
New York
– -$550K -28,244 Closed
Jane Street
22
Jane Street
New York
– -$440K -22,573 Closed
Citadel Advisors
23
Citadel Advisors
Florida
– -$197K -10,099 Closed