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First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG

105 hedge funds and large institutions have $367M invested in First Trust Intermediate Duration Investment Grade Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 25

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

13% more capital invested

Capital invested by funds: $326M → $367M (+$40.9M)

8.22% more ownership

Funds ownership: 75.24% → 83.46% (+8.2%)

0% more funds holding

Funds holding: 105 → 105 (0)

Holders
105
Holders Change
–
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
57
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.4M
2
LPL Financial
LPL Financial
California
+$10.1M
3
NPAN
Northeast Planning Associates NH
New Hampshire
+$6.15M
4
M1FG
Mach-1 Financial Group
Arkansas
+$5.84M
5
P
&Partners
Tennessee
+$4.39M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$15.4M
2
Jane Street
Jane Street
New York
-$4.65M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.05M
4
Truist Financial
Truist Financial
North Carolina
-$2.27M
5
HIS
Harvest Investment Services
Illinois
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$71.7M +$10.1M +490,730 +17%
Morgan Stanley
2
Morgan Stanley
New York
$40.7M +$12.4M +602,383 +44%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$28.9M +$2.83M +137,506 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.8M +$418K +20,308 +1%
PSCM
5
Per Stirling Capital Management
Texas
$13.3M +$179K +8,717 +1%
MF
6
Manchester Financial
California
$9.7M +$3.52M +171,106 +58%
SI
7
Stephens Inc
Arkansas
$9.39M +$3.3M +160,327 +55%
CAM
8
Creekmur Asset Management
Illinois
$9.32M +$13.2K +640 +0.1%
KAS
9
Kestra Advisory Services
Texas
$8.76M +$2.17M +105,473 +33%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$8.56M +$171K +8,290 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.96M +$1.04M +50,653 +15%
RCAG
12
Rehmann Capital Advisory Group
Michigan
$6.25M +$884K +42,945 +17%
NPAN
13
Northeast Planning Associates NH
New Hampshire
$6.2M +$6.15M +298,784 New
M1FG
14
Mach-1 Financial Group
Arkansas
$5.88M +$5.84M +283,491 New
OL
15
Owen LaRue
Kentucky
$5.52M +$21.3K +1,037 +0.4%
First Trust Advisors
16
First Trust Advisors
Illinois
$4.75M +$1.32M +64,172 +39%
P
17
&Partners
Tennessee
$4.49M +$4.39M +213,173 New
AAS
18
Avantax Advisory Services
Texas
$4.45M +$50.1K +2,433 +1%
CAG
19
Csenge Advisory Group
Florida
$4.21M +$62.4K +3,029 +1%
HighTower Advisors
20
HighTower Advisors
Illinois
$4.05M +$280K +13,620 +7%
BIM
21
Bullseye Investment Management
Ohio
$3.74M +$73.8K +3,584 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.5M -$339K -16,470 -9%
SP
23
Sequent Planning
Nebraska
$3.49M +$40.4K +1,963 +1%
AssetMark Inc
24
AssetMark Inc
California
$3.38M -$108K -5,259 -3%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.22M +$86.6K +4,206 +3%
1
2 3 4 5

FIIG Hedge Fund Activity: Q1 2025 in Review

105 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) for Q1 2025, worth a combined $367M — up 13% from $326M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FIIG positions and 15 closed out — a net gain of 2 holders — while 57 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.4M. The largest seller was Goldman Sachs, exiting entirely with an estimated $15.4M sold.

  • 105 institutional investors held First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $367M of First Trust Intermediate Duration Investment Grade Corporate ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 17 funds opened new First Trust Intermediate Duration Investment Grade Corporate ETF positions in Q1 2025 and 15 closed out, a net change of +2 holders.
  • The largest First Trust Intermediate Duration Investment Grade Corporate ETF buyer in Q1 2025 was Morgan Stanley, an estimated $12.4M added.
  • The largest First Trust Intermediate Duration Investment Grade Corporate ETF seller in Q1 2025 was Goldman Sachs, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2025.