FSIG icon

First Trust Limited Duration Investment Grade Corporate ETF

122 hedge funds and large institutions have $850M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+13
Holders Change %
+11.93%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
57
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EE
26
EWG Elevate
California
$3.21M +$3.21M +169,212 New
CIA
27
Concurrent Investment Advisors
Florida
$3.03M +$3.03M +159,657 New
IWM
28
Iams Wealth Management
Nebraska
$3.01M -$202K -10,654 -6%
TAM
29
TCP Asset Management
Ohio
$2.97M +$65.5K +3,454 +2%
AI
30
Atria Investments
North Carolina
$2.77M -$176K -9,269 -6%
PAG
31
Private Advisor Group
New Jersey
$2.76M +$1.66M +87,381 +150%
IA
32
Insight Advisors
Pennsylvania
$2.54M +$66K +3,483 +3%
AWS
33
Atria Wealth Solutions
New York
$2.53M +$1.21M +64,062 +92%
IAA
34
Independent Advisor Alliance
North Carolina
$2.17M +$22K +1,161 +1%
AWM
35
AE Wealth Management
Kansas
$2.16M +$276K +14,626 +15%
RCAG
36
Rehmann Capital Advisory Group
Michigan
$2.06M -$118K -6,208 -5%
AIC
37
Archer Investment Corporation
Indiana
$2.05M -$70.2K -3,705 -3%
CA
38
CoreCap Advisors
Michigan
$1.95M +$679K +35,833 +54%
RA
39
RFG Advisory
Alabama
$1.91M +$27.9K +1,474 +1%
Citadel Advisors
40
Citadel Advisors
Florida
$1.86M +$1.86M +98,107 New
AAS
41
Avantax Advisory Services
Texas
$1.83M +$45.3K +2,391 +3%
DC
42
Davenport & Co
Virginia
$1.74M -$274K -14,463 -14%
KA
43
Kure Advisory
Minnesota
$1.71M -$24.2K -1,275 -1%
PAS
44
Park Avenue Securities
New York
$1.66M +$131K +6,922 +9%
Truist Financial
45
Truist Financial
North Carolina
$1.65M -$154K -8,142 -9%
SPC
46
Sigma Planning Corp
Michigan
$1.59M -$1.1M -58,278 -41%
SCA
47
Snowden Capital Advisors
New York
$1.52M +$95.5K +5,037 +7%
IW
48
Imprint Wealth
South Carolina
$1.43M +$125K +6,574 +10%
SWM
49
Spire Wealth Management
Virginia
$1.4M -$98.4K -5,206 -7%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.38M -$110K -5,809 -7%