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First Trust Intermediate Duration Investment Grade Corporate ETF

105 hedge funds and large institutions have $326M invested in First Trust Intermediate Duration Investment Grade Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

28% more funds holding

Funds holding: 82105 (+23)

25% more capital invested

Capital invested by funds: $261M → $326M (+$65.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14.64% less ownership

Funds ownership: 89.88%75.24% (-15%)

Holders
105
Holders Change
+23
Holders Change %
+28.05%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
45
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$60.6M +$21.9M +1,048,020 +55%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.9M +$4.08M +195,307 +17%
Morgan Stanley
3
Morgan Stanley
New York
$27.8M -$5.29M -253,259 -16%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$25.6M +$26.2M +1,254,090 New
Goldman Sachs
5
Goldman Sachs
New York
$15.4M +$15.7M +752,933 New
PSCM
6
Per Stirling Capital Management
Texas
$13M +$466K +22,305 +4%
CAM
7
Creekmur Asset Management
Illinois
$9.17M +$761K +36,459 +9%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$8.27M -$1.19M -57,116 -12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.81M +$115K +5,523 +2%
KAS
10
Kestra Advisory Services
Texas
$6.48M -$1.79M -85,820 -21%
MF
11
Manchester Financial
California
$6.06M +$5.58M +267,211 +921%
SI
12
Stephens Inc
Arkansas
$5.97M -$214K -10,264 -3%
OL
13
Owen LaRue
Kentucky
$5.42M +$69.5K +3,332 +1%
RCAG
14
Rehmann Capital Advisory Group
Michigan
$5.28M +$1.69M +80,861 +46%
Jane Street
15
Jane Street
New York
$4.65M +$4.75M +227,589 New
AAS
16
Avantax Advisory Services
Texas
$4.34M +$1.26M +60,429 +40%
CAG
17
Csenge Advisory Group
Florida
$4.13M +$744K +35,653 +21%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.79M -$668K -32,012 -15%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.72M -$157K -7,525 -4%
BIM
20
Bullseye Investment Management
Ohio
$3.62M +$3.69M +176,644 New
AssetMark Inc
21
AssetMark Inc
California
$3.44M -$140K -6,711 -4%
SP
22
Sequent Planning
Nebraska
$3.4M +$54.1K +2,593 +2%
First Trust Advisors
23
First Trust Advisors
Illinois
$3.37M -$4.99M -239,253 -59%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.09M +$2.47M +118,290 +363%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.05M +$3.12M +149,280 New