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First Trust Intermediate Duration Investment Grade Corporate ETF

111 hedge funds and large institutions have $432M invested in First Trust Intermediate Duration Investment Grade Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 32

14% more capital invested

Capital invested by funds: $379M → $432M (+$53.3M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 112111 (-1)

1.34% less ownership

Funds ownership: 77.97%76.63% (-1.3%)

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
56
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$80.7M +$8.87M +420,823 +12%
Morgan Stanley
2
Morgan Stanley
New York
$49.4M +$2.73M +129,630 +6%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$34.3M +$4.7M +223,248 +16%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.8M +$909K +43,118 +3%
TAM
5
TCP Asset Management
Ohio
$18.9M +$18.8M +891,038 New
PSCM
6
Per Stirling Capital Management
Texas
$15.2M +$815K +38,690 +6%
MF
7
Manchester Financial
California
$12.4M +$1.72M +81,656 +16%
KAS
8
Kestra Advisory Services
Texas
$10.8M +$1.19M +56,629 +12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.62M +$1.66M +78,639 +21%
Goldman Sachs
10
Goldman Sachs
New York
$9.56M +$9.49M +450,144 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$9.42M +$1.36M +64,379 +17%
SI
12
Stephens Inc
Arkansas
$8.7M +$187K +8,859 +2%
P
13
&Partners
Tennessee
$7.86M +$1.78M +84,595 +30%
NPAN
14
Northeast Planning Associates NH
New Hampshire
$7.15M +$539K +25,588 +8%
OL
15
Owen LaRue
Kentucky
$7.1M +$590K +27,999 +9%
RCAG
16
Rehmann Capital Advisory Group
Michigan
$7.07M +$343K +16,277 +5%
HighTower Advisors
17
HighTower Advisors
Illinois
$6.9M +$2.83M +134,233 +70%
CIA
18
Concurrent Investment Advisors
Florida
$6.63M -$3.96M -187,973 -38%
First Trust Advisors
19
First Trust Advisors
Illinois
$5.68M +$690K +32,768 +14%
BEI
20
Benjamin Edwards Inc
Missouri
$4.69M +$906K +42,972 +24%
CAG
21
Csenge Advisory Group
Florida
$4.6M +$309K +14,674 +7%
AssetMark Inc
22
AssetMark Inc
California
$4.45M +$432K +20,484 +11%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.97M +$257K +12,201 +7%
MA
24
Mutual Advisors
Nebraska
$3.86M +$3.08M +145,997 +414%
SP
25
Sequent Planning
Nebraska
$3.75M +$106K +5,018 +3%