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First Trust Intermediate Duration Investment Grade Corporate ETF

117 hedge funds and large institutions have $506M invested in First Trust Intermediate Duration Investment Grade Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

78% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 32

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more capital invested

Capital invested by funds: $432M → $506M (+$73.7M)

5% more funds holding

Funds holding: 111117 (+6)

2.98% more ownership

Funds ownership: 76.63%79.62% (+3%)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
18
Increased
57
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$93.5M +$13M +609,714 +16%
Morgan Stanley
2
Morgan Stanley
New York
$52.6M +$3.33M +156,715 +7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$44.5M +$35M +1,644,507 +363%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$36.1M +$1.87M +88,185 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.7M +$910K +42,832 +3%
MF
6
Manchester Financial
California
$20.3M +$7.94M +373,627 +64%
TAM
7
TCP Asset Management
Ohio
$20.2M +$1.32M +62,186 +7%
PSCM
8
Per Stirling Capital Management
Texas
$15.7M +$558K +26,249 +4%
CIA
9
Concurrent Investment Advisors
Florida
$14.2M +$7.62M +358,716 +115%
KAS
10
Kestra Advisory Services
Texas
$11.4M +$566K +26,615 +5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$10.2M +$755K +35,513 +8%
SI
12
Stephens Inc
Arkansas
$8.95M +$264K +12,443 +3%
P
13
&Partners
Tennessee
$8.32M +$481K +22,646 +6%
NPAN
14
Northeast Planning Associates NH
New Hampshire
$8.17M +$1.03M +48,600 +14%
RCAG
15
Rehmann Capital Advisory Group
Michigan
$7.88M +$817K +38,427 +12%
First Trust Advisors
16
First Trust Advisors
Illinois
$7.31M +$1.64M +77,073 +29%
HighTower Advisors
17
HighTower Advisors
Illinois
$7.15M +$255K +12,021 +4%
OL
18
Owen LaRue
Kentucky
$6.86M -$237K -11,144 -3%
BEI
19
Benjamin Edwards Inc
Missouri
$6.76M +$2.08M +97,729 +44%
M1FG
20
Mach-1 Financial Group
Arkansas
$6.66M +$6.68M +314,282 New
CAG
21
Csenge Advisory Group
Florida
$4.81M +$209K +9,835 +5%
AssetMark Inc
22
AssetMark Inc
California
$4.44M -$2.23K -105 -0.1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.93M -$36.3K -1,710 -0.9%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$3.9M +$179K +8,409 +5%
SP
25
Sequent Planning
Nebraska
$3.69M -$58.4K -2,748 -2%