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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

110 hedge funds and large institutions have $593M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

145% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 22

26% more funds holding

Funds holding: 87 → 110 (+23)

22% more capital invested

Capital invested by funds: $486M → $593M (+$107M)

16.27% less ownership

Funds ownership: 101.12% → 84.85% (-16%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6.26M

Holders
110
Holders Change
+23
Holders Change %
+26.44%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
54
Reduced
22
Closed
4
Calls
–
Puts
$6.26M
Net Calls
-$6.26M
Net Calls Change
-$6.26M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$22.1M
2
CAG
Csenge Advisory Group
Florida
+$21.9M
3
Morgan Stanley
Morgan Stanley
New York
+$16.1M
4
Jane Street
Jane Street
New York
+$13.4M
5
VWA
Visionary Wealth Advisors
Illinois
+$6.27M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$10.8M
2
Osaic Holdings
Osaic Holdings
Arizona
-$9.8M
3
SEA
Stegent Equity Advisors
Texas
-$3.13M
4
IWM
Iams Wealth Management
Nebraska
-$2.04M
5
First Trust Advisors
First Trust Advisors
Illinois
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
EE
26
EWG Elevate
California
$2.76M +$214K +11,372 +8%
IA
27
Insight Advisors
Pennsylvania
$2.71M -$1.48K -79 -0.1%
SWM
28
Spire Wealth Management
Virginia
$2.25M +$118K +6,278 +5%
CA
29
CoreCap Advisors
Michigan
$2.14M +$2.15M +114,693 New
RCAG
30
Rehmann Capital Advisory Group
Michigan
$2.12M -$533K -28,376 -20%
AIC
31
Archer Investment Corporation
Indiana
$2.1M +$317K +16,889 +18%
Truist Financial
32
Truist Financial
North Carolina
$2.08M +$682K +36,296 +48%
IAA
33
Independent Advisor Alliance
North Carolina
$2.08M +$92.4K +4,920 +5%
DC
34
Davenport & Co
Virginia
$1.99M +$24.6K +1,310 +1%
OWM
35
OneAscent Wealth Management
Alabama
$1.97M +$202K +10,769 +11%
AAS
36
Avantax Advisory Services
Texas
$1.82M +$1.32M +70,267 +256%
RA
37
RFG Advisory
Alabama
$1.76M +$536K +28,538 +43%
AWM
38
AE Wealth Management
Kansas
$1.71M +$1.17M +62,281 +209%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.55M -$668K -35,580 -30%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.52M +$1.54M +82,228 New
VCM
41
Virtue Capital Management
Tennessee
$1.49M +$463K +24,652 +44%
CFD
42
Creative Financial Designs
Indiana
$1.45M -$90.4K -4,814 -6%
FTUS
43
Flow Traders U.S.
New York
$1.44M +$1.45M +77,242 New
IA
44
IFP Advisors
Florida
$1.44M +$277K +14,741 +24%
KAS
45
Kestra Advisory Services
Texas
$1.4M +$710K +37,796 +100%
SCA
46
Snowden Capital Advisors
New York
$1.4M -$59.3K -3,160 -4%
WCFA
47
Walkner Condon Financial Advisors
Wisconsin
$1.33M +$385K +20,507 +40%
PAS
48
Park Avenue Securities
New York
$1.33M +$498K +26,536 +59%
BBA
49
Braun-Bostich & Associates
Pennsylvania
$1.32M +$30.4K +1,619 +2%
AWS
50
Atria Wealth Solutions
New York
$1.28M +$123K +6,551 +11%
1
2
3 4 5

FSIG Hedge Fund Activity: Q2 2023 in Review

110 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q2 2023, worth a combined $593M — up 22% from $486M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FSIG positions and 4 closed out — a net gain of 24 holders — while 54 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $22.1M. The largest seller was Private Advisor Group, cutting an estimated $10.8M.

  • 110 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $593M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q2 2023, up 22% quarter-over-quarter.
  • 28 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q2 2023 and 4 closed out, a net change of +24 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q2 2023 was LPL Financial, an estimated $22.1M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q2 2023 was Private Advisor Group, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2023.