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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

Overview Fund Activity

87 hedge funds and large institutions have $486M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 36 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+35
Holders Change %
+67.31%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
42
Increased
36
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$135M
2
LPL Financial
LPL Financial
California
$83.5M
3
SI
Stephens Inc
Arkansas
$29.2M
4
Stifel Financial
Stifel Financial
Missouri
$21.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.1M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$16.2M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
BFG
Beacon Financial Group
Texas
$10.8M
4
JIP
Jaffetilchin Investment Partners
Florida
$0
5
FCAM
First Citizens Asset Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$1.99M +$449K +23,842 +29%
AIC
27
Archer Investment Corporation
Indiana
$1.81M +$1.81M +96,096 New
OWM
28
OneAscent Wealth Management
Alabama
$1.79M +$1.79M +94,927 New
CFD
29
Creative Financial Designs
Indiana
$1.56M +$1.28M +67,758 +454%
SPC
30
Sigma Planning Corp
Michigan
$1.51M +$1.51M +80,165 New
SCA
31
Snowden Capital Advisors
New York
$1.47M +$1.47M +78,098 New
Truist Financial
32
Truist Financial
North Carolina
$1.42M +$548K +29,112 +63%
DWM
33
Darwin Wealth Management
Florida
$1.38M -$35K -1,858 -2%
BBA
34
Braun-Bostich & Associates
Pennsylvania
$1.31M +$417K +22,169 +47%
IA
35
IFP Advisors
Florida
$1.25M +$512K +25,555 +69%
RA
36
RFG Advisory
Alabama
$1.24M +$266K +14,144 +27%
AWS
37
Atria Wealth Solutions
New York
$1.16M +$97.2K +5,160 +9%
VCM
38
Virtue Capital Management
Tennessee
$1.05M +$1.05M +55,469 New
WCFA
39
Walkner Condon Financial Advisors
Wisconsin
$963K +$963K +51,160 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$944K +$944K +50,125 New
ACM
41
Arlington Capital Management
Illinois
$845K +$845K +44,878 New
PAS
42
Park Avenue Securities
New York
$843K +$843K +44,761 New
CA
43
Continuum Advisory
Idaho
$802K +$357K +18,958 +80%
WCM
44
WealthBridge Capital Management
Ohio
$792K +$208K +11,050 +36%
KAS
45
Kestra Advisory Services
Texas
$709K +$107K +5,656 +18%
HI
46
Harbour Investments
Wisconsin
$687K +$686K +36,453 +145,812%
SWP
47
Stratos Wealth Partners
Ohio
$671K +$103K +5,475 +18%
CAS
48
Coppell Advisory Solutions
Texas
$658K +$519K +27,646 +373%
CASC
49
Coppell Advisory Solutions Corp
Texas
$658K +$519K +27,646 +373%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$647K +$647K +34,361 New
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