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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
P
26
&Partners
Tennessee
$4.58M +$12.1K +631 +0.3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.94M +$1.41M +73,943 +55%
IWC
28
Integrated Wealth Concepts
Massachusetts
$3.7M +$3.73M +195,134 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$3.4M +$215K +11,260 +7%
AWM
30
Avior Wealth Management
Nebraska
$2.9M +$2.92M +152,934 New
DC
31
Davenport & Co
Virginia
$2.79M +$195K +10,198 +7%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$2.76M +$2.75M +144,010 +7,908%
UBS AM
33
UBS AM
Illinois
$2.62M +$2.64M +138,173 New
RA
34
RFG Advisory
Alabama
$2.59M +$575K +30,059 +28%
FPWM
35
FSB Premier Wealth Management
Iowa
$2.52M +$91.1K +4,766 +4%
CFFP
36
Center for Financial Planning
Michigan
$2.5M -$444K -23,206 -15%
AIC
37
Archer Investment Corporation
Indiana
$2.4M +$55.5K +2,901 +2%
DADC
38
D.A. Davidson & Co
Montana
$2.36M +$158K +8,252 +7%
USCWA
39
U.S. Capital Wealth Advisors
Texas
$2.21M +$114K +5,942 +5%
SFO
40
Stenger Family Office
Illinois
$2.13M +$4.05K +212 +0.2%
BCI
41
Brinker Capital Investments
Pennsylvania
$2.01M +$94.6K +4,950 +5%
PAS
42
Park Avenue Securities
New York
$1.99M +$466K +24,384 +30%
KAS
43
Kestra Advisory Services
Texas
$1.92M -$609K -31,842 -24%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.9M -$75.1K -3,927 -4%
PTP
45
Platform Technology Partners
New York
$1.89M -$168K -8,767 -8%
CIA
46
Concurrent Investment Advisors
Florida
$1.78M -$762K -39,868 -30%
WCM
47
WealthBridge Capital Management
Ohio
$1.68M +$275K +14,375 +19%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$1.62M -$765K -40,032 -32%
IA
49
Insight Advisors
Pennsylvania
$1.61M -$6.63K -347 -0.4%
VAG
50
VisionPoint Advisory Group
Texas
$1.58M +$74.1K +3,876 +5%

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.