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First Trust Intermediate Duration Investment Grade Corporate ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.2M 883,025 +883,025 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.5M 850,817 +838,650 +6,893%
LPL Financial
3
LPL Financial
California
$12.7M 618,410 +618,410 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.28M 354,009 +84,011 +31%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.53M 268,789 +95,664 +55%
CAM
6
Creekmur Asset Management
Illinois
$5.14M 249,979 -28,124 -10%
OL
7
Owen LaRue
Kentucky
$4.39M 213,332 +213,332 New
M1FG
8
Mach-1 Financial Group
Arkansas
$3.94M 191,320 +191,320 New
HighTower Advisors
9
HighTower Advisors
Illinois
$3.55M 172,660 +172,660 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.52M 171,007 +171,007 New
KWM
11
Kingsview Wealth Management
Oregon
$3.25M 157,783 +15,994 +11%
Truist Financial
12
Truist Financial
North Carolina
$2.98M 144,936 +135,371 +1,415%
CAG
13
Csenge Advisory Group
Florida
$2.88M 140,063 +39,474 +39%
SP
14
Sequent Planning
Nebraska
$2.88M 139,934 +139,934 New
First Trust Advisors
15
First Trust Advisors
Illinois
$2.55M 123,851 +123,851 New
RCAG
16
Rehmann Capital Advisory Group
Michigan
$2.54M 123,485 +57,073 +86%
AI
17
Atria Investments
North Carolina
$1.88M 91,258 +33,661 +58%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$1.76M 85,492 +85,492 New
MA
19
Mutual Advisors
Nebraska
$1.74M 84,588 +84,588 New
OPS
20
Orion Portfolio Solutions
Nebraska
$1.52M 74,051 +74,051 New
BCI
21
Brinker Capital Investments
Pennsylvania
$1.52M 74,051 +74,051 New
AAS
22
Avantax Advisory Services
Texas
$990K 48,149 +48,149 New
AWS
23
Atria Wealth Solutions
New York
$957K 46,519 +46,519 New
Osaic Holdings
24
Osaic Holdings
Arizona
$925K 44,989 +36,860 +453%
NW
25
NewEdge Wealth
Pennsylvania
$879K 43,445 +43,445 New