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First Trust Limited Duration Investment Grade Corporate ETF

157 hedge funds and large institutions have $970M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 45

4% more capital invested

Capital invested by funds: $933M → $970M (+$37.7M)

0.17% more ownership

Funds ownership: 64.89%65.06% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

2% less funds holding

Funds holding: 160157 (-3)

Holders
157
Holders Change
-3
Holders Change %
-1.88%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
77
Reduced
45
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$234M +$16.8M +880,209 +8%
LPL Financial
2
LPL Financial
California
$163M +$18.1M +945,327 +12%
Wells Fargo
3
Wells Fargo
California
$69.1M +$4.27M +223,384 +7%
First Trust Advisors
4
First Trust Advisors
Illinois
$62M +$7.67M +400,983 +14%
CAG
5
Csenge Advisory Group
Florida
$39.8M +$485K +25,383 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$38.7M +$1.04M +54,351 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$37.2M +$2.38M +124,618 +7%
Ameriprise
8
Ameriprise
Minnesota
$32.7M -$12M -626,239 -27%
Stifel Financial
9
Stifel Financial
Missouri
$24.1M +$8.2M +428,682 +51%
Truist Financial
10
Truist Financial
North Carolina
$19.5M +$1.01M +53,028 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$17.7M +$155K +8,104 +0.9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$16.5M +$466K +24,395 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$14.7M -$1.04M -54,183 -7%
AssetMark Inc
14
AssetMark Inc
California
$11.5M +$1M +52,447 +9%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$10.5M +$392K +20,484 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$9.24M +$1.14M +59,800 +14%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$8.28M +$1.01M +52,969 +14%
NA
18
NewEdge Advisors
Louisiana
$7.47M +$164K +8,600 +2%
SI
19
Stephens Inc
Arkansas
$6.72M -$7.88M -412,372 -54%
KFP
20
KMG Fiduciary Partners
Ohio
$6.45M -$1.85M -96,631 -22%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$6.05M -$209K -10,916 -3%
MOS
22
MGO One Seven
Ohio
$5.61M +$697K +36,467 +14%
TAM
23
TCP Asset Management
Ohio
$5.46M +$200K +10,477 +4%
IAA
24
Independent Advisor Alliance
North Carolina
$5.26M +$5.31M +277,945 New
BEI
25
Benjamin Edwards Inc
Missouri
$4.91M -$74.7K -3,906 -1%

FSIG Hedge Fund Activity: Q1 2026 in Review

157 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q1 2026, worth a combined $970M — up 4% from $933M a quarter earlier.

Fund positioning in FSIG was balanced in Q1 2026: 21 funds opened new positions, 21 closed out, 77 added to existing stakes and 45 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.1M. The largest seller was Ameriprise, cutting an estimated $12M.

  • 157 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q1 2026, down from 160 in Q4 2025.
  • Funds reported $970M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q1 2026, up 4% quarter-over-quarter.
  • 21 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q1 2026 and 21 closed out, a net change of 0 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q1 2026 was LPL Financial, an estimated $18.1M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q1 2026 was Ameriprise, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2026.