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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

Overview Fund Activity

52 hedge funds and large institutions have $233M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+35
Holders Change %
+205.88%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
41
Increased
8
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$76.8M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$58.9M
3
LPL Financial
3
LPL Financial
California
$33.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$0
3
LI
3
LVZ Inc
Michigan
$0
4
MSFS
4
Main Street Financial Solutions
Pennsylvania
$0
5
PTP
5
Platform Technology Partners
New York
$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
26
ICA Group Wealth Management
Colorado
$463K +$463K +24,823 New
CA
27
Continuum Advisory
Idaho
$442K +$442K +23,659 New
ACA
28
Aptus Capital Advisors
Alabama
$392K +$392K +21,000 New
GWANC
29
Guardian Wealth Advisors (North Carolina)
North Carolina
$392K +$392K +21,000 New
SPIA
30
Steward Partners Investment Advisory
New York
$370K +$370K +19,822 New
JIP
31
Jaffetilchin Investment Partners
Florida
$281K +$281K +15,048 New
CFD
32
Creative Financial Designs
Indiana
$279K +$279K +14,932 New
FCAM
33
First Citizens Asset Management
North Carolina
$274K +$274K +14,700 New
PTP
34
Platform Technology Partners
New York
$256K -$35.5K -1,903 -12%
NA
35
NewEdge Advisors
Louisiana
$249K +$249K +13,333 New
HAS
36
HBW Advisory Services
California
$241K +$241K +12,894 New
MWM
37
Maripau Wealth Management
Indiana
$200K +$200K +10,594 New
SS
38
Simplicity Solutions
Minnesota
$190K +$190K +10,182 New
CAM
39
Concorde Asset Management
Michigan
$190K +$190K +10,182 New
RCM
40
Raleigh Capital Management
North Carolina
$178K +$178K +9,542 New
CFGS
41
Concourse Financial Group Securities
Alabama
$158K +$158K +8,448 New
CAS
42
Coppell Advisory Solutions
Texas
$138K +$138K +7,414 New
CASC
43
Coppell Advisory Solutions Corp
Texas
$138K +$138K +7,414 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$97K +$97K +5,208 New
GRP
45
Global Retirement Partners
California
$64.5K +$64.5K +3,453 New
BC
46
Barrett & Company
Rhode Island
$46.7K – – –
Wells Fargo
47
Wells Fargo
California
$21.5K – – –
RWPA
48
Richard W. Paul & Associates
Michigan
$19.8K +$19.8K +1,060 New
PAG
49
Private Advisor Group
New Jersey
$17.1K +$17.1K +916,271 New
LFG
50
Larson Financial Group
Missouri
$14.9K +$14.9K +800 New
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