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First Trust Limited Duration Investment Grade Corporate ETF

109 hedge funds and large institutions have $543M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-1
Holders Change %
-0.91%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
41
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$2.68M +$1.72M +93,519 +180%
SPC
27
Sigma Planning Corp
Michigan
$2.62M -$406K -22,087 -13%
IA
28
Insight Advisors
Pennsylvania
$2.4M -$274K -14,905 -10%
RCAG
29
Rehmann Capital Advisory Group
Michigan
$2.11M +$16.8K +912 +0.8%
IAA
30
Independent Advisor Alliance
North Carolina
$2.08M +$30.2K +1,644 +1%
AIC
31
Archer Investment Corporation
Indiana
$2.06M -$17.9K -975 -0.9%
DC
32
Davenport & Co
Virginia
$1.96M -$6.03K -328 -0.3%
OWM
33
OneAscent Wealth Management
Alabama
$1.91M -$33.4K -1,818 -2%
Jane Street
34
Jane Street
New York
$1.88M -$13.3M -723,472 -88%
IA
35
IFP Advisors
Florida
$1.84M +$421K +22,920 +30%
AWM
36
AE Wealth Management
Kansas
$1.84M +$147K +7,977 +9%
RA
37
RFG Advisory
Alabama
$1.83M +$88.4K +4,806 +5%
Truist Financial
38
Truist Financial
North Carolina
$1.75M -$304K -16,550 -15%
AAS
39
Avantax Advisory Services
Texas
$1.73M -$63.4K -3,447 -4%
KA
40
Kure Advisory
Minnesota
$1.68M +$1.68M +91,261 New
HighTower Advisors
41
HighTower Advisors
Illinois
$1.65M +$140K +7,632 +9%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.63M +$1.63M +88,766 New
VCM
43
Virtue Capital Management
Tennessee
$1.49M
PAS
44
Park Avenue Securities
New York
$1.48M +$173K +9,390 +13%
SWM
45
Spire Wealth Management
Virginia
$1.46M -$766K -41,669 -34%
CFD
46
Creative Financial Designs
Indiana
$1.46M +$24.6K +1,337 +2%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.45M -$84.6K -4,602 -6%
SCA
48
Snowden Capital Advisors
New York
$1.39M +$8.4K +457 +0.6%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$1.3M +$886K +48,179 +213%
AWS
50
Atria Wealth Solutions
New York
$1.28M +$22.1K +1,200 +2%