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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

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
WJ Wealth Management
Arizona
$5.29M
TAM
27
TCP Asset Management
Ohio
$4.44M
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.92M
EE
29
EWG Elevate
California
$3.9M
IA
30
IFG Advisory
Georgia
$3.45M
Citadel Advisors
31
Citadel Advisors
Florida
$3.39M
KAS
32
Kestra Advisory Services
Texas
$3.28M
Jones Financial Companies
33
Jones Financial Companies
Missouri
$3.19M
AWS
34
Atria Wealth Solutions
New York
$3.14M
SPC
35
Sigma Planning Corp
Michigan
$2.73M
DC
36
Davenport & Co
Virginia
$2.66M
BEI
37
Benjamin Edwards Inc
Missouri
$2.65M
RCAG
38
Rehmann Capital Advisory Group
Michigan
$2.62M
IA
39
Insight Advisors
Pennsylvania
$2.57M
CFFP
40
Center for Financial Planning
Michigan
$2.56M
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.51M
VWA
42
Visionary Wealth Advisors
Illinois
$2.49M
PSFG
43
Park Square Financial Group
Georgia
$2.34M
CIA
44
Concurrent Investment Advisors
Florida
$2.29M
AIC
45
Archer Investment Corporation
Indiana
$2.22M
MA
46
Mutual Advisors
Nebraska
$2.21M
OPS
47
Orion Portfolio Solutions
Nebraska
$1.96M
BCI
48
Brinker Capital Investments
Pennsylvania
$1.96M
FPWM
49
FSB Premier Wealth Management
Iowa
$1.95M
USCWA
50
U.S. Capital Wealth Advisors
Texas
$1.78M