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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

Overview Fund Activity

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
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

1
LPL Financial
LPL Financial
California
$104M
2
CAG
Csenge Advisory Group
Florida
$21.7M
3
Morgan Stanley
Morgan Stanley
New York
$150M
4
Jane Street
Jane Street
New York
$15.4M
5
VWA
Visionary Wealth Advisors
Illinois
$6.22M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$5.32M
2
Osaic Holdings
Osaic Holdings
Arizona
$9.33M
3
SEA
Stegent Equity Advisors
Texas
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$60.9M
5
SI
Stephens Inc
Arkansas
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EE
26
EWG Elevate
California
$2.76M +$212K +11,372 +8%
IA
27
Insight Advisors
Pennsylvania
$2.71M -$1.47K -79 -0.1%
SWM
28
Spire Wealth Management
Virginia
$2.25M +$117K +6,278 +5%
CA
29
CoreCap Advisors
Michigan
$2.14M +$2.14M +114,693 New
RCAG
30
Rehmann Capital Advisory Group
Michigan
$2.12M -$528K -28,376 -20%
AIC
31
Archer Investment Corporation
Indiana
$2.1M +$314K +16,889 +18%
Truist Financial
32
Truist Financial
North Carolina
$2.08M +$676K +36,296 +48%
IAA
33
Independent Advisor Alliance
North Carolina
$2.08M +$91.6K +4,920 +5%
DC
34
Davenport & Co
Virginia
$1.99M +$24.4K +1,310 +1%
OWM
35
OneAscent Wealth Management
Alabama
$1.97M +$201K +10,769 +11%
AAS
36
Avantax Advisory Services
Texas
$1.82M +$1.31M +70,267 +256%
RA
37
RFG Advisory
Alabama
$1.76M +$531K +28,538 +43%
AWM
38
AE Wealth Management
Kansas
$1.71M +$1.16M +62,281 +209%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.55M -$663K -35,580 -30%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.52M +$1.52M +82,228 New
VCM
41
Virtue Capital Management
Tennessee
$1.49M +$458K +24,652 +44%
CFD
42
Creative Financial Designs
Indiana
$1.45M -$89.6K -4,814 -6%
FTUS
43
Flow Traders U.S.
New York
$1.44M +$1.44M +77,242 New
IA
44
IFP Advisors
Florida
$1.44M +$274K +14,741 +24%
KAS
45
Kestra Advisory Services
Texas
$1.4M +$704K +37,796 +100%
SCA
46
Snowden Capital Advisors
New York
$1.4M -$58.8K -3,160 -4%
WCFA
47
Walkner Condon Financial Advisors
Wisconsin
$1.33M +$382K +20,507 +40%
PAS
48
Park Avenue Securities
New York
$1.33M +$494K +26,536 +59%
BBA
49
Braun-Bostich & Associates
Pennsylvania
$1.32M +$30.1K +1,619 +2%
AWS
50
Atria Wealth Solutions
New York
$1.28M +$122K +6,551 +11%
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