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First Trust Intermediate Duration Investment Grade Corporate ETF

126 hedge funds and large institutions have $534M invested in First Trust Intermediate Duration Investment Grade Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 24

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 117126 (+9)

6% more capital invested

Capital invested by funds: $506M → $534M (+$28.6M)

1.7% more ownership

Funds ownership: 79.62%81.32% (+1.7%)

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
24
Increased
70
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$101M +$9.3M +441,705 +10%
Morgan Stanley
2
Morgan Stanley
New York
$52.8M +$1.35M +64,019 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$38.5M -$5.08M -241,144 -11%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$35.9M +$523K +24,855 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$35.1M +$4.21M +199,710 +13%
TAM
6
TCP Asset Management
Ohio
$29M +$9.35M +444,054 +47%
MF
7
Manchester Financial
California
$22.2M +$2.33M +110,570 +12%
PSCM
8
Per Stirling Capital Management
Texas
$18.3M +$2.9M +137,524 +19%
SI
9
Stephens Inc
Arkansas
$15.8M +$7.15M +339,533 +80%
KAS
10
Kestra Advisory Services
Texas
$11.9M +$735K +34,882 +6%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$11.2M +$1.23M +58,601 +12%
RCAG
12
Rehmann Capital Advisory Group
Michigan
$10.2M +$2.49M +118,382 +32%
First Trust Advisors
13
First Trust Advisors
Illinois
$9.6M +$2.48M +117,894 +34%
P
14
&Partners
Tennessee
$8.53M +$391K +18,585 +5%
HighTower Advisors
15
HighTower Advisors
Illinois
$8.09M +$1.11M +52,684 +16%
BEI
16
Benjamin Edwards Inc
Missouri
$7.6M +$1M +47,527 +15%
NA
17
NewEdge Advisors
Louisiana
$7.59M +$5.12M +243,074 +198%
M1FG
18
Mach-1 Financial Group
Arkansas
$7.48M +$970K +46,049 +15%
OL
19
Owen LaRue
Kentucky
$6.03M -$692K -32,873 -10%
AssetMark Inc
20
AssetMark Inc
California
$4.94M +$605K +28,701 +14%
CAG
21
Csenge Advisory Group
Florida
$4.92M +$222K +10,521 +5%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.38M +$571K +27,130 +15%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$4.25M +$417K +19,813 +11%
AWM
24
Avior Wealth Management
Nebraska
$3.74M +$3.8M +180,401 New
SP
25
Sequent Planning
Nebraska
$3.64M +$27K +1,282 +0.7%