FSIG icon

First Trust Limited Duration Investment Grade Corporate ETF

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
Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
2.02%
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
Name Holding Trade Value Shares
Change
Shares
Change %
OMC
26
Old Mission Capital
Illinois
$4.86M +$4.86M +258,856 New
VWA
27
Visionary Wealth Advisors
Illinois
$4.62M +$129K +6,886 +3%
CA
28
Cetera Advisors
Colorado
$4.35M +$3.51M +186,798 +417%
Truist Financial
29
Truist Financial
North Carolina
$4.15M +$2.52M +134,187 +154%
TAM
30
TCP Asset Management
Ohio
$3.89M +$958K +51,053 +33%
NW
31
Naviter Wealth
Arkansas
$3.71M +$3.71M +197,885 New
IA
32
IFP Advisors
Florida
$3.43M -$254K -13,541 -7%
EE
33
EWG Elevate
California
$3.35M +$177K +9,455 +6%
AI
34
Atria Investments
North Carolina
$3.23M +$484K +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 +$199K +10,626 +7%
IWM
37
Iams Wealth Management
Nebraska
$3.1M +$120K +6,410 +4%
AWS
38
Atria Wealth Solutions
New York
$3.09M +$581K +30,937 +23%
PAG
39
Private Advisor Group
New Jersey
$2.74M +$8.13K +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 +$399K +21,232 +19%
IA
42
Insight Advisors
Pennsylvania
$2.5M -$15.2K -808 -0.6%
DC
43
Davenport & Co
Virginia
$2.14M +$410K +21,821 +24%
AIC
44
Archer Investment Corporation
Indiana
$2.09M +$58.7K +3,128 +3%
SPC
45
Sigma Planning Corp
Michigan
$2.08M +$497K +26,479 +31%
AAS
46
Avantax Advisory Services
Texas
$1.99M +$173K +9,196 +10%
FTUS
47
Flow Traders U.S.
New York
$1.84M +$1.84M +97,736 New
PAS
48
Park Avenue Securities
New York
$1.72M +$74K +3,942 +4%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$1.69M +$316K +16,853 +23%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$1.51M +$376K +20,018 +33%