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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

139 hedge funds and large institutions have $775M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 37

14% more funds holding

Funds holding: 122 → 139 (+17)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less capital invested

Capital invested by funds: $850M → $775M (-$74.5M)

23.89% less ownership

Funds ownership: 95.16% → 71.28% (-24%)

Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
65
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$23.6M
2
Wells Fargo
Wells Fargo
California
+$19.2M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$10.5M
4
Jane Street
Jane Street
New York
+$9.72M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.11M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$177M
2
First Trust Advisors
First Trust Advisors
Illinois
-$5.81M
3
LPL Financial
LPL Financial
California
-$5.56M
4
KA
Kure Advisory
Minnesota
-$1.71M
5
SI
Stephens Inc
Arkansas
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$4.86M +$4.88M +258,856 New
VWA
27
Visionary Wealth Advisors
Illinois
$4.62M +$130K +6,886 +3%
CA
28
Cetera Advisors
Colorado
$4.35M +$3.52M +186,798 +417%
Truist Financial
29
Truist Financial
North Carolina
$4.15M +$2.53M +134,187 +154%
TAM
30
TCP Asset Management
Ohio
$3.89M +$962K +51,053 +33%
NW
31
Naviter Wealth
Arkansas
$3.71M +$3.73M +197,885 New
IA
32
IFP Advisors
Florida
$3.43M -$255K -13,541 -7%
EE
33
EWG Elevate
California
$3.35M +$178K +9,455 +6%
AI
34
Atria Investments
North Carolina
$3.23M +$486K +25,804 +18%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$3.22M +$1.18M +62,683 +58%
CIA
36
Concurrent Investment Advisors
Florida
$3.2M +$200K +10,626 +7%
IWM
37
Iams Wealth Management
Nebraska
$3.1M +$121K +6,410 +4%
AWS
38
Atria Wealth Solutions
New York
$3.09M +$583K +30,937 +23%
PAG
39
Private Advisor Group
New Jersey
$2.74M +$8.16K +433 +0.3%
KPWS
40
Kestra Private Wealth Services
Texas
$2.59M -$1.21M -64,322 -32%
IAA
41
Independent Advisor Alliance
North Carolina
$2.54M +$400K +21,232 +19%
IA
42
Insight Advisors
Pennsylvania
$2.5M -$15.2K -808 -0.6%
DC
43
Davenport & Co
Virginia
$2.14M +$411K +21,821 +24%
AIC
44
Archer Investment Corporation
Indiana
$2.09M +$59K +3,128 +3%
SPC
45
Sigma Planning Corp
Michigan
$2.08M +$499K +26,479 +31%
AAS
46
Avantax Advisory Services
Texas
$1.99M +$173K +9,196 +10%
FTUS
47
Flow Traders U.S.
New York
$1.83M +$1.84M +97,736 New
PAS
48
Park Avenue Securities
New York
$1.72M +$74.3K +3,942 +4%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$1.69M +$318K +16,853 +23%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$1.51M +$377K +20,018 +33%
1
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3 4 5

FSIG Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q1 2024, worth a combined $775M — down 8.8% from $850M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FSIG positions and 7 closed out — a net gain of 21 holders — while 65 added to existing stakes and 37 trimmed.

The largest buyer was Stifel Financial, adding an estimated $23.6M. The largest seller was Morgan Stanley, cutting an estimated $177M.

  • 139 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q1 2024, up from 122 in Q4 2023.
  • Funds reported $775M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q1 2024, down 8.8% quarter-over-quarter.
  • 28 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q1 2024 and 7 closed out, a net change of +21 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q1 2024 was Stifel Financial, an estimated $23.6M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2024.