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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

Overview Fund Activity

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
Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.13%
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

1
Ameriprise
1
Ameriprise
Minnesota
$15.3M
2
LPL Financial
2
LPL Financial
California
$131M
3
Truist Financial
3
Truist Financial
North Carolina
$9.76M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$31.9M
5
KFP
5
KMG Fiduciary Partners
Ohio
$5.8M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$4.8M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$49.9M
3
PFS
3
Prospera Financial Services
Texas
$2.15M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.12M
5
OMC
5
Old Mission Capital
Illinois
$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$4.8M -$10.6M -552,800 -69%
RCAG
27
Rehmann Capital Advisory Group
Michigan
$4.45M +$422K +21,998 +10%
TAM
28
TCP Asset Management
Ohio
$4.22M +$98.6K +5,135 +2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$3.87M -$475K -24,755 -11%
EE
30
EWG Elevate
California
$3.59M -$4.32K -225 -0.1%
AWS
31
Atria Wealth Solutions
New York
$3.51M +$128K +6,664 +4%
VWA
32
Visionary Wealth Advisors
Illinois
$3.33M +$12.8K +665 +0.4%
HIS
33
Harvest Investment Services
Illinois
$3.12M +$3.12M +162,667 New
IA
34
Insight Advisors
Pennsylvania
$2.58M +$8.35K +435 +0.3%
SPC
35
Sigma Planning Corp
Michigan
$2.45M +$756K +39,388 +45%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$2.37M +$2.37M +123,503 New
MA
37
Mutual Advisors
Nebraska
$2.3M +$1.26M +66,570 +122%
DC
38
Davenport & Co
Virginia
$2.3M +$30.9K +1,608 +1%
IWM
39
Iams Wealth Management
Nebraska
$2.29M +$144K +7,520 +7%
AIC
40
Archer Investment Corporation
Indiana
$2.16M +$9.87K +514 +0.5%
CIA
41
Concurrent Investment Advisors
Florida
$2.15M -$246K -12,799 -10%
PFS
42
Prospera Financial Services
Texas
$2.15M -$6.87M -357,596 -76%
BEI
43
Benjamin Edwards Inc
Missouri
$2.06M +$2.05M +106,638 +25,946%
AWM
44
AE Wealth Management
Kansas
$2.01M +$325K +16,941 +19%
AAS
45
Avantax Advisory Services
Texas
$1.96M +$204K +10,602 +12%
OPS
46
Orion Portfolio Solutions
Nebraska
$1.94M +$207K +10,800 +12%
BCI
47
Brinker Capital Investments
Pennsylvania
$1.94M +$207K +10,800 +12%
KPWS
48
Kestra Private Wealth Services
Texas
$1.78M -$490K -25,495 -22%
IA
49
IFG Advisory
Georgia
$1.72M +$1.72M +89,551 New
PAS
50
Park Avenue Securities
New York
$1.69M -$151K -7,870 -8%
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