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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

146 hedge funds and large institutions have $767M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

5% more funds holding

Funds holding: 139 → 146 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 55

1% less capital invested

Capital invested by funds: $775M → $767M (-$8.09M)

1.95% less ownership

Funds ownership: 71.28% → 69.33% (-2%)

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
55
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$14.7M
2
PFS
Prospera Financial Services
Texas
+$8.46M
3
LPL Financial
LPL Financial
California
+$8.17M
4
RJA
Raymond James & Associates
Florida
+$5.8M
5
Ameriprise
Ameriprise
Minnesota
+$3.69M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$22.1M
2
Jane Street
Jane Street
New York
-$7.61M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.47M
4
IAA
Independent Advisor Alliance
North Carolina
-$2.54M
5
AI
Atria Investments
North Carolina
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
26
TCP Asset Management
Ohio
$4.03M +$139K +7,415 +4%
RCAG
27
Rehmann Capital Advisory Group
Michigan
$3.93M +$713K +38,128 +22%
NW
28
Naviter Wealth
Arkansas
$3.81M +$101K +5,384 +3%
Ameriprise
29
Ameriprise
Minnesota
$3.69M +$3.69M +196,991 New
EE
30
EWG Elevate
California
$3.51M +$159K +8,517 +5%
OMC
31
Old Mission Capital
Illinois
$3.42M -$1.43M -76,544 -30%
AWS
32
Atria Wealth Solutions
New York
$3.31M +$211K +11,301 +7%
VWA
33
Visionary Wealth Advisors
Illinois
$3.24M -$1.37M -73,019 -30%
IA
34
IFP Advisors
Florida
$3.01M -$416K -22,211 -12%
IA
35
Insight Advisors
Pennsylvania
$2.51M +$7.13K +381 +0.3%
CIA
36
Concurrent Investment Advisors
Florida
$2.34M -$852K -45,534 -27%
Citadel Advisors
37
Citadel Advisors
Florida
$2.3M -$4.47M -239,093 -66%
KPWS
38
Kestra Private Wealth Services
Texas
$2.22M -$369K -19,724 -14%
DC
39
Davenport & Co
Virginia
$2.22M +$82.4K +4,404 +4%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.16M +$1.23M +65,838 +133%
IWM
41
Iams Wealth Management
Nebraska
$2.1M -$997K -53,278 -32%
AIC
42
Archer Investment Corporation
Indiana
$2.09M +$5.91K +316 +0.3%
Jane Street
43
Jane Street
New York
$2.04M -$7.61M -406,910 -79%
PAS
44
Park Avenue Securities
New York
$1.8M +$80.9K +4,322 +5%
AAS
45
Avantax Advisory Services
Texas
$1.71M -$271K -14,495 -14%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.69M +$301K +16,092 +22%
OPS
47
Orion Portfolio Solutions
Nebraska
$1.69M +$301K +16,092 +22%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$1.66M +$149K +7,962 +10%
SPC
49
Sigma Planning Corp
Michigan
$1.65M -$422K -22,556 -20%
AWM
50
AE Wealth Management
Kansas
$1.64M +$197K +10,512 +14%
1
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FSIG Hedge Fund Activity: Q2 2024 in Review

146 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q2 2024, worth a combined $767M — down 1% from $775M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FSIG positions and 14 closed out — a net gain of 11 holders — while 55 added to existing stakes and 55 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $14.7M. The largest seller was Stifel Financial, cutting an estimated $22.1M.

  • 146 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q2 2024, up from 139 in Q1 2024.
  • Funds reported $767M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q2 2024, down 1% quarter-over-quarter.
  • 25 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q2 2024 and 14 closed out, a net change of +11 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q2 2024 was First Trust Advisors, an estimated $14.7M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q2 2024 was Stifel Financial, an estimated $22.1M sold.

Based on aggregated 13F filings for Q2 2024.