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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

147 hedge funds and large institutions have $801M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 79 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 43

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

7.33% more ownership

Funds ownership: 69.33% → 76.66% (+7.3%)

4% more capital invested

Capital invested by funds: $767M → $801M (+$33.6M)

1% more funds holding

Funds holding: 146 → 147 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% 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
15
Increased
79
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$106M
2
Ameriprise
Ameriprise
Minnesota
+$11.5M
3
LPL Financial
LPL Financial
California
+$5.83M
4
Truist Financial
Truist Financial
North Carolina
+$5.18M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.03M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$10.5M
2
First Trust Advisors
First Trust Advisors
Illinois
-$7.54M
3
PFS
Prospera Financial Services
Texas
-$6.82M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.22M
5
OMC
Old Mission Capital
Illinois
-$3.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$4.8M -$10.5M -552,800 -69%
RCAG
27
Rehmann Capital Advisory Group
Michigan
$4.45M +$419K +21,998 +10%
TAM
28
TCP Asset Management
Ohio
$4.22M +$97.9K +5,135 +2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$3.87M -$472K -24,755 -11%
EE
30
EWG Elevate
California
$3.59M -$4.29K -225 -0.1%
AWS
31
Atria Wealth Solutions
New York
$3.51M +$127K +6,664 +4%
VWA
32
Visionary Wealth Advisors
Illinois
$3.33M +$12.7K +665 +0.4%
HIS
33
Harvest Investment Services
Illinois
$3.12M +$3.1M +162,667 New
IA
34
Insight Advisors
Pennsylvania
$2.58M +$8.29K +435 +0.3%
SPC
35
Sigma Planning Corp
Michigan
$2.45M +$751K +39,388 +45%
JP Morgan Chase
36
JP Morgan Chase
New York
$2.37M +$2.35M +123,503 New
MA
37
Mutual Advisors
Nebraska
$2.3M +$1.27M +66,570 +122%
DC
38
Davenport & Co
Virginia
$2.3M +$30.6K +1,608 +1%
IWM
39
Iams Wealth Management
Nebraska
$2.29M +$143K +7,520 +7%
AIC
40
Archer Investment Corporation
Indiana
$2.16M +$9.8K +514 +0.5%
CIA
41
Concurrent Investment Advisors
Florida
$2.15M -$244K -12,799 -10%
PFS
42
Prospera Financial Services
Texas
$2.15M -$6.82M -357,596 -76%
BEI
43
Benjamin Edwards Inc
Missouri
$2.06M +$2.03M +106,638 +25,946%
AWM
44
AE Wealth Management
Kansas
$2.01M +$323K +16,941 +19%
AAS
45
Avantax Advisory Services
Texas
$1.96M +$202K +10,602 +12%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.94M +$206K +10,800 +12%
OPS
47
Orion Portfolio Solutions
Nebraska
$1.94M +$206K +10,800 +12%
KPWS
48
Kestra Private Wealth Services
Texas
$1.78M -$486K -25,495 -22%
IA
49
IFG Advisory
Georgia
$1.72M +$1.71M +89,551 New
PAS
50
Park Avenue Securities
New York
$1.69M -$150K -7,870 -8%
1
2
3 4 5

FSIG Hedge Fund Activity: Q3 2024 in Review

147 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q3 2024, worth a combined $801M — up 4.4% from $767M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FSIG positions and 12 closed out — a net gain of 3 holders — while 79 added to existing stakes and 43 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $106M. The largest seller was Kestra Advisory Services, cutting an estimated $10.5M.

  • 147 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q3 2024, up from 146 in Q2 2024.
  • Funds reported $801M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q3 2024, up 4.4% quarter-over-quarter.
  • 15 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q3 2024 and 12 closed out, a net change of +3 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $106M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q3 2024 was Kestra Advisory Services, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2024.