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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

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

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

58% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 36

57% more capital invested

Capital invested by funds: $543M → $850M (+$307M)

20.99% more ownership

Funds ownership: 74.17% → 95.16% (+21%)

12% more funds holding

Funds holding: 109 → 122 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
122
Holders Change
+13
Holders Change %
+11.93%
% of All Funds
1.78%
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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$206M
2
Wells Fargo
Wells Fargo
California
+$23.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$19.9M
4
LPL Financial
LPL Financial
California
+$8.23M
5
TC
TAP Consulting
Missouri
+$6.69M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$4.18M
2
SMF
Sterling Manor Financial
New York
-$3.46M
3
IGWM
ICA Group Wealth Management
Colorado
-$3.23M
4
OWM
OneAscent Wealth Management
Alabama
-$1.91M
5
Jane Street
Jane Street
New York
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
EE
26
EWG Elevate
California
$3.21M +$3.14M +169,212 New
CIA
27
Concurrent Investment Advisors
Florida
$3.03M +$2.96M +159,657 New
IWM
28
Iams Wealth Management
Nebraska
$3.01M -$198K -10,654 -6%
TAM
29
TCP Asset Management
Ohio
$2.97M +$64.1K +3,454 +2%
AI
30
Atria Investments
North Carolina
$2.77M -$172K -9,269 -6%
PAG
31
Private Advisor Group
New Jersey
$2.76M +$1.62M +87,381 +150%
IA
32
Insight Advisors
Pennsylvania
$2.54M +$64.7K +3,483 +3%
AWS
33
Atria Wealth Solutions
New York
$2.53M +$1.19M +64,062 +92%
IAA
34
Independent Advisor Alliance
North Carolina
$2.17M +$21.6K +1,161 +1%
AWM
35
AE Wealth Management
Kansas
$2.16M +$272K +14,626 +15%
RCAG
36
Rehmann Capital Advisory Group
Michigan
$2.06M -$115K -6,208 -5%
AIC
37
Archer Investment Corporation
Indiana
$2.05M -$68.8K -3,705 -3%
CA
38
CoreCap Advisors
Michigan
$1.95M +$665K +35,833 +54%
RA
39
RFG Advisory
Alabama
$1.91M +$27.4K +1,474 +1%
Citadel Advisors
40
Citadel Advisors
Florida
$1.86M +$1.82M +98,107 New
AAS
41
Avantax Advisory Services
Texas
$1.83M +$44.4K +2,391 +3%
DC
42
Davenport & Co
Virginia
$1.74M -$269K -14,463 -14%
KA
43
Kure Advisory
Minnesota
$1.71M -$23.7K -1,275 -1%
PAS
44
Park Avenue Securities
New York
$1.66M +$129K +6,922 +9%
Truist Financial
45
Truist Financial
North Carolina
$1.65M -$151K -8,142 -9%
SPC
46
Sigma Planning Corp
Michigan
$1.59M -$1.08M -58,278 -41%
SCA
47
Snowden Capital Advisors
New York
$1.52M +$93.5K +5,037 +7%
IW
48
Imprint Wealth
South Carolina
$1.43M +$122K +6,574 +10%
SWM
49
Spire Wealth Management
Virginia
$1.4M -$96.7K -5,206 -7%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.38M -$108K -5,809 -7%
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FSIG Hedge Fund Activity: Q4 2023 in Review

122 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q4 2023, worth a combined $850M — up 57% from $543M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FSIG positions and 9 closed out — a net gain of 14 holders — while 57 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $206M. The largest seller was First Trust Advisors, cutting an estimated $4.18M.

  • 122 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q4 2023, up from 109 in Q3 2023.
  • Funds reported $850M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q4 2023, up 57% quarter-over-quarter.
  • 23 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q4 2023 and 9 closed out, a net change of +14 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $206M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q4 2023 was First Trust Advisors, an estimated $4.18M sold.

Based on aggregated 13F filings for Q4 2023.