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First Trust Limited Duration Investment Grade Corporate ETF

158 hedge funds and large institutions have $871M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+11
Holders Change %
+7.48%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
75
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NW
26
Naviter Wealth
Arkansas
$5.49M -$138K -7,329 -2%
TAM
27
TCP Asset Management
Ohio
$4.33M +$177K +9,369 +4%
KAS
28
Kestra Advisory Services
Texas
$4.25M -$464K -24,612 -10%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$4.15M +$4.15M +220,097 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$3.74M -$63.2K -3,349 -2%
EE
31
EWG Elevate
California
$3.68M +$150K +7,957 +4%
AWS
32
Atria Wealth Solutions
New York
$3.21M -$235K -12,433 -7%
P
33
&Partners
Tennessee
$3.11M +$2.77M +146,703 +816%
PSFG
34
Park Square Financial Group
Georgia
$3.06M +$3.06M +162,008 New
HIS
35
Harvest Investment Services
Illinois
$2.9M -$170K -9,012 -6%
Jane Street
36
Jane Street
New York
$2.79M +$2.79M +148,073 New
SPC
37
Sigma Planning Corp
Michigan
$2.77M +$363K +19,244 +15%
DC
38
Davenport & Co
Virginia
$2.65M +$386K +20,451 +17%
CFFP
39
Center for Financial Planning
Michigan
$2.55M +$2.55M +135,030 New
MA
40
Mutual Advisors
Nebraska
$2.51M +$221K +11,695 +10%
VWA
41
Visionary Wealth Advisors
Illinois
$2.49M -$784K -41,551 -24%
IA
42
Insight Advisors
Pennsylvania
$2.48M -$54.5K -2,888 -2%
BEI
43
Benjamin Edwards Inc
Missouri
$2.42M +$397K +21,023 +20%
AIC
44
Archer Investment Corporation
Indiana
$2.22M +$103K +5,457 +5%
PFS
45
Prospera Financial Services
Texas
$2.17M +$59.5K +3,155 +3%
CIA
46
Concurrent Investment Advisors
Florida
$2.14M +$31.2K +1,651 +1%
BCI
47
Brinker Capital Investments
Pennsylvania
$2.04M +$131K +6,961 +7%
OPS
48
Orion Portfolio Solutions
Nebraska
$2.04M +$131K +6,961 +7%
PAS
49
Park Avenue Securities
New York
$2.04M +$376K +19,948 +23%
RA
50
RiverTree Advisors
Florida
$1.96M +$1.96M +103,659 New