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First Trust Intermediate Duration Investment Grade Corporate ETF

82 hedge funds and large institutions have $261M invested in First Trust Intermediate Duration Investment Grade Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 8

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

53% more capital invested

Capital invested by funds: $170M → $261M (+$90.7M)

22% more funds holding

Funds holding: 6782 (+15)

0.24% more ownership

Funds ownership: 89.65%89.88% (+0.24%)

Holders
82
Holders Change
+15
Holders Change %
+22.39%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
50
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$41M +$17M +808,099 +73%
Morgan Stanley
2
Morgan Stanley
New York
$34.4M +$12M +569,957 +55%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25M +$2.62M +124,407 +12%
PSCM
4
Per Stirling Capital Management
Texas
$13.1M +$12.9M +611,943 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.86M +$323K +15,362 +3%
CAM
6
Creekmur Asset Management
Illinois
$8.8M +$1.14M +54,299 +15%
First Trust Advisors
7
First Trust Advisors
Illinois
$8.64M +$5.54M +263,541 +188%
KAS
8
Kestra Advisory Services
Texas
$8.6M +$7.66M +364,287 +951%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7M +$1.02M +48,263 +17%
SI
10
Stephens Inc
Arkansas
$6.46M +$5.23M +248,627 +463%
OL
11
Owen LaRue
Kentucky
$5.59M +$509K +24,215 +10%
M1FG
12
Mach-1 Financial Group
Arkansas
$5.18M +$769K +36,569 +18%
Truist Financial
13
Truist Financial
North Carolina
$4.89M +$93.9K +4,463 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$4.65M +$454K +21,576 +11%
HighTower Advisors
15
HighTower Advisors
Illinois
$4.04M +$93.6K +4,447 +2%
RCAG
16
Rehmann Capital Advisory Group
Michigan
$3.79M +$353K +16,760 +10%
AssetMark Inc
17
AssetMark Inc
California
$3.74M +$1.28M +60,959 +53%
CAG
18
Csenge Advisory Group
Florida
$3.53M +$192K +9,110 +6%
SP
19
Sequent Planning
Nebraska
$3.5M -$5.32K -253 -0.2%
AAS
20
Avantax Advisory Services
Texas
$3.24M +$998K +47,452 +45%
MA
21
Mutual Advisors
Nebraska
$3.05M +$382K +18,163 +14%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$3M +$935K +44,424 +46%
HIS
23
Harvest Investment Services
Illinois
$2.82M +$2.78M +131,945 New
BCI
24
Brinker Capital Investments
Pennsylvania
$2.7M +$504K +23,967 +23%
OPS
25
Orion Portfolio Solutions
Nebraska
$2.7M +$504K +23,967 +23%