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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

51 hedge funds and large institutions have $232M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,505% more capital invested

Capital invested by funds: $6.45M → $232M (+$226M)

700% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 5

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

298.88% more ownership

Funds ownership: 43.63% → 342.51% (+299%)

200% more funds holding

Funds holding: 17 → 51 (+34)

Holders
51
Holders Change
+34
Holders Change %
+200%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
8
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$76.4M
2
First Trust Advisors
First Trust Advisors
Illinois
+$58.6M
3
LPL Financial
LPL Financial
California
+$33.7M
4
PAG
Private Advisor Group
New Jersey
+$17M
5
Osaic Holdings
Osaic Holdings
Arizona
+$15M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$712K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$645K
3
LI
LVZ Inc
Michigan
-$458K
4
MSFS
Main Street Financial Solutions
Pennsylvania
-$260K
5
PTP
Platform Technology Partners
New York
-$35.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
26
ICA Group Wealth Management
Colorado
$463K +$461K +24,823 New
CA
27
Continuum Advisory
Idaho
$442K +$440K +23,659 New
ACA
28
Aptus Capital Advisors
Alabama
$392K +$390K +21,000 New
GWANC
29
Guardian Wealth Advisors (North Carolina)
North Carolina
$392K +$390K +21,000 New
SPIA
30
Steward Partners Investment Advisory
New York
$370K +$368K +19,822 New
JIP
31
Jaffetilchin Investment Partners
Florida
$281K +$280K +15,048 New
CFD
32
Creative Financial Designs
Indiana
$279K +$277K +14,932 New
PTP
33
Platform Technology Partners
New York
$256K -$35.4K -1,903 -12%
NA
34
NewEdge Advisors
Louisiana
$249K +$248K +13,333 New
HAS
35
HBW Advisory Services
California
$241K +$240K +12,894 New
MWM
36
Maripau Wealth Management
Indiana
$200K +$197K +10,594 New
CAM
37
Concorde Asset Management
Michigan
$190K +$189K +10,182 New
SS
38
Simplicity Solutions
Minnesota
$190K +$189K +10,182 New
RCM
39
Raleigh Capital Management
North Carolina
$178K +$177K +9,542 New
CFGS
40
Concourse Financial Group Securities
Alabama
$158K +$157K +8,448 New
CAS
41
Coppell Advisory Solutions
Texas
$138K +$138K +7,414 New
CASC
42
Coppell Advisory Solutions Corp
Texas
$138K +$138K +7,414 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$97K +$96.8K +5,208 New
GRP
44
Global Retirement Partners
California
$64.5K +$64.2K +3,453 New
BC
45
Barrett & Company
Rhode Island
$46.7K – – –
Wells Fargo
46
Wells Fargo
California
$21.5K – – –
RWPA
47
Richard W. Paul & Associates
Michigan
$19.8K +$19.7K +1,060 New
PAG
48
Private Advisor Group
New Jersey
$17.1K +$17M +916,271 New
LFG
49
Larson Financial Group
Missouri
$14.9K +$14.9K +800 New
MCC
50
Money Concepts Capital
Florida
$9.34K +$9.29K +500 New
1
2
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FSIG Hedge Fund Activity: Q4 2022 in Review

51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q4 2022, worth a combined $232M — up 3,505% from $6.45M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FSIG positions and 5 closed out — a net gain of 35 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $76.4M. The largest seller was Goldman Sachs, exiting entirely with an estimated $712K sold.

  • 51 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q4 2022, up from 17 in Q3 2022.
  • Funds reported $232M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q4 2022, up 3,505% quarter-over-quarter.
  • 40 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q4 2022 and 5 closed out, a net change of +35 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q4 2022 was Morgan Stanley, an estimated $76.4M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q4 2022 was Goldman Sachs, an estimated $712K sold.

Based on aggregated 13F filings for Q4 2022.