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First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG

42 hedge funds and large institutions have $117M invested in First Trust Intermediate Duration Investment Grade Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,500% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 1

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

230% more capital invested

Capital invested by funds: $35.4M → $117M (+$81.4M)

147% more funds holding

Funds holding: 17 → 42 (+25)

60.36% more ownership

Funds ownership: 125.96% → 186.32% (+60%)

Holders
42
Holders Change
+25
Holders Change %
+147.06%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
13
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.3M
3
LPL Financial
LPL Financial
California
+$12.7M
4
OL
Owen LaRue
Kentucky
+$4.39M
5
M1FG
Mach-1 Financial Group
Arkansas
+$3.94M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$9.55M
2
CAM
Creekmur Asset Management
Illinois
-$579K
3
TCWM
Total Clarity Wealth Management
Illinois
-$251K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.2M +$18.2M +883,025 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.5M +$17.3M +838,650 +6,893%
LPL Financial
3
LPL Financial
California
$12.7M +$12.7M +618,410 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.28M +$1.73M +84,011 +31%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.53M +$1.97M +95,664 +55%
CAM
6
Creekmur Asset Management
Illinois
$5.14M -$579K -28,124 -10%
OL
7
Owen LaRue
Kentucky
$4.39M +$4.39M +213,332 New
M1FG
8
Mach-1 Financial Group
Arkansas
$3.94M +$3.94M +191,320 New
HighTower Advisors
9
HighTower Advisors
Illinois
$3.55M +$3.56M +172,660 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.52M +$3.52M +171,007 New
KWM
11
Kingsview Wealth Management
Oregon
$3.25M +$329K +15,994 +11%
Truist Financial
12
Truist Financial
North Carolina
$2.98M +$2.79M +135,371 +1,415%
CAG
13
Csenge Advisory Group
Florida
$2.88M +$813K +39,474 +39%
SP
14
Sequent Planning
Nebraska
$2.88M +$2.88M +139,934 New
First Trust Advisors
15
First Trust Advisors
Illinois
$2.55M +$2.55M +123,851 New
RCAG
16
Rehmann Capital Advisory Group
Michigan
$2.54M +$1.18M +57,073 +86%
AI
17
Atria Investments
North Carolina
$1.88M +$693K +33,661 +58%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$1.76M +$1.76M +85,492 New
MA
19
Mutual Advisors
Nebraska
$1.74M +$1.74M +84,588 New
BCI
20
Brinker Capital Investments
Pennsylvania
$1.52M +$1.53M +74,051 New
OPS
21
Orion Portfolio Solutions
Nebraska
$1.52M +$1.53M +74,051 New
AAS
22
Avantax Advisory Services
Texas
$990K +$992K +48,149 New
AWS
23
Atria Wealth Solutions
New York
$957K +$958K +46,519 New
Osaic Holdings
24
Osaic Holdings
Arizona
$925K +$759K +36,860 +453%
NW
25
NewEdge Wealth
Pennsylvania
$879K +$895K +43,445 New
1
2

FIIG Hedge Fund Activity: Q1 2024 in Review

42 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) for Q1 2024, worth a combined $117M — up 230% from $35.4M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FIIG positions and 1 closed out — a net gain of 25 holders — while 13 added to existing stakes and 2 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $18.2M. The largest seller was AE Wealth Management, cutting an estimated $9.55M.

  • 42 institutional investors held First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) as of Q1 2024, up from 17 in Q4 2023.
  • Funds reported $117M of First Trust Intermediate Duration Investment Grade Corporate ETF stock for Q1 2024, up 230% quarter-over-quarter.
  • 26 funds opened new First Trust Intermediate Duration Investment Grade Corporate ETF positions in Q1 2024 and 1 closed out, a net change of +25 holders.
  • The largest First Trust Intermediate Duration Investment Grade Corporate ETF buyer in Q1 2024 was Morgan Stanley, an estimated $18.2M added.
  • The largest First Trust Intermediate Duration Investment Grade Corporate ETF seller in Q1 2024 was AE Wealth Management, an estimated $9.55M sold.

Based on aggregated 13F filings for Q1 2024.