We are live on ! Find out more
FIIG icon

First Trust Intermediate Duration Investment Grade Corporate ETF

67 hedge funds and large institutions have $170M invested in First Trust Intermediate Duration Investment Grade Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 4 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

800% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 4

60% more funds holding

Funds holding: 4267 (+25)

46% more capital invested

Capital invested by funds: $117M → $170M (+$53.5M)

96.68% less ownership

Funds ownership: 186.32%89.65% (-97%)

Holders
67
Holders Change
+25
Holders Change %
+59.52%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
36
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$22.6M +$9.97M +489,770 +79%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M +$3.99M +196,128 +23%
Morgan Stanley
3
Morgan Stanley
New York
$21.3M +$3.21M +157,884 +18%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$9.11M +$1.87M +92,008 +26%
PFS
5
Prospera Financial Services
Texas
$7.35M +$7.33M +359,979 New
CAM
6
Creekmur Asset Management
Illinois
$7.3M +$2.19M +107,579 +43%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.7M +$210K +10,316 +4%
OL
8
Owen LaRue
Kentucky
$4.85M +$492K +24,192 +11%
Truist Financial
9
Truist Financial
North Carolina
$4.58M +$1.62M +79,395 +55%
M1FG
10
Mach-1 Financial Group
Arkansas
$4.23M +$300K +14,734 +8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$4M +$504K +24,784 +14%
HighTower Advisors
12
HighTower Advisors
Illinois
$3.78M +$248K +12,169 +7%
SP
13
Sequent Planning
Nebraska
$3.33M +$492K +24,189 +17%
RCAG
14
Rehmann Capital Advisory Group
Michigan
$3.28M +$751K +36,922 +30%
KWM
15
Kingsview Wealth Management
Oregon
$3.28M +$52.3K +2,571 +2%
CAG
16
Csenge Advisory Group
Florida
$3.21M +$351K +17,259 +12%
First Trust Advisors
17
First Trust Advisors
Illinois
$2.87M +$340K +16,694 +13%
MA
18
Mutual Advisors
Nebraska
$2.65M +$881K +43,295 +51%
VWA
19
Visionary Wealth Advisors
Illinois
$2.43M +$2.42M +118,867 New
AssetMark Inc
20
AssetMark Inc
California
$2.33M +$2.32M +113,943 New
AAS
21
Avantax Advisory Services
Texas
$2.13M +$1.14M +56,148 +117%
BCI
22
Brinker Capital Investments
Pennsylvania
$2.09M +$573K +28,138 +38%
OPS
23
Orion Portfolio Solutions
Nebraska
$2.09M +$573K +28,138 +38%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$1.96M +$213K +10,482 +12%
OMC
25
Old Mission Capital
Illinois
$1.81M +$1.81M +88,699 New