FSIG icon

First Trust Limited Duration Investment Grade Corporate ETF

148 hedge funds and large institutions have $857M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-10
Holders Change %
-6.33%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
55
Reduced
64
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
26
WJ Wealth Management
Arizona
$5.29M +$5.29M +279,358 New
TAM
27
TCP Asset Management
Ohio
$4.44M +$91.3K +4,821 +2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.92M +$166K +8,757 +4%
EE
29
EWG Elevate
California
$3.9M +$209K +11,034 +6%
IA
30
IFG Advisory
Georgia
$3.45M +$1.75M +92,507 +103%
Citadel Advisors
31
Citadel Advisors
Florida
$3.39M +$3.39M +179,241 New
KAS
32
Kestra Advisory Services
Texas
$3.28M -$987K -52,122 -23%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$3.19M +$1.44M +75,859 +82%
AWS
34
Atria Wealth Solutions
New York
$3.14M -$85K -4,489 -3%
SPC
35
Sigma Planning Corp
Michigan
$2.73M -$51.1K -2,698 -2%
DC
36
Davenport & Co
Virginia
$2.66M +$1.14K +60 +0%
BEI
37
Benjamin Edwards Inc
Missouri
$2.65M +$229K +12,067 +9%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$2.62M -$3.39M -179,000 -56%
IA
39
Insight Advisors
Pennsylvania
$2.57M +$84.6K +4,468 +3%
CFFP
40
Center for Financial Planning
Michigan
$2.56M
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.51M -$4.63M -244,546 -65%
VWA
42
Visionary Wealth Advisors
Illinois
$2.49M -$13.1K -691 -0.5%
PSFG
43
Park Square Financial Group
Georgia
$2.34M -$731K -38,612 -24%
CIA
44
Concurrent Investment Advisors
Florida
$2.29M +$134K +7,067 +6%
AIC
45
Archer Investment Corporation
Indiana
$2.22M -$12.3K -651 -0.6%
MA
46
Mutual Advisors
Nebraska
$2.21M -$310K -16,333 -12%
BCI
47
Brinker Capital Investments
Pennsylvania
$1.96M -$92.6K -4,891 -5%
OPS
48
Orion Portfolio Solutions
Nebraska
$1.96M -$92.6K -4,891 -5%
FPWM
49
FSB Premier Wealth Management
Iowa
$1.95M +$250K +13,193 +15%
USCWA
50
U.S. Capital Wealth Advisors
Texas
$1.78M -$2.58K -136 -0.1%