We are live on ! Find out more
FSIG icon

First Trust Limited Duration Investment Grade Corporate ETF
FSIG

151 hedge funds and large institutions have $858M 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, 57 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $871M → $858M (-$12.9M)

4.09% less ownership

Funds ownership: 69.4% → 65.31% (-4.1%)

4% less funds holding

Funds holding: 158 → 151 (-7)

12% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 65

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
151
Holders Change
-7
Holders Change %
-4.43%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
57
Reduced
65
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$20.7M
2
OMC
Old Mission Capital
Illinois
+$7.8M
3
WWM
WJ Wealth Management
Arizona
+$5.28M
4
Stifel Financial
Stifel Financial
Missouri
+$4.28M
5
Wells Fargo
Wells Fargo
California
+$4.06M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$14.5M
2
LPL Financial
LPL Financial
California
-$12.2M
3
First Trust Advisors
First Trust Advisors
Illinois
-$9.82M
4
IAA
Independent Advisor Alliance
North Carolina
-$9.72M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
26
WJ Wealth Management
Arizona
$5.29M +$5.28M +279,358 New
TAM
27
TCP Asset Management
Ohio
$4.44M +$91.2K +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 -$986K -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 -$84.9K -4,489 -3%
SPC
35
Sigma Planning Corp
Michigan
$2.73M -$51K -2,698 -2%
DC
36
Davenport & Co
Virginia
$2.66M +$1.14K +60 +0%
BEI
37
Benjamin Edwards Inc
Missouri
$2.65M +$228K +12,067 +9%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$2.62M -$3.39M -179,000 -56%
IA
39
Insight Advisors
Pennsylvania
$2.57M +$84.5K +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 -$730K -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 -$309K -16,333 -12%
BCI
47
Brinker Capital Investments
Pennsylvania
$1.96M -$92.5K -4,891 -5%
OPS
48
Orion Portfolio Solutions
Nebraska
$1.96M -$92.5K -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 -$2.57K -136 -0.1%
1
2
3 4 5

FSIG Hedge Fund Activity: Q1 2025 in Review

151 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q1 2025, worth a combined $858M — down 1.5% from $871M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FSIG and 14 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 57 added.

The largest buyer was Ameriprise, adding an estimated $20.7M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.

  • 151 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q1 2025, down from 158 in Q4 2024.
  • Funds reported $858M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q1 2025, down 1.5% quarter-over-quarter.
  • 14 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q1 2025 and 18 closed out, a net change of -4 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q1 2025 was Ameriprise, an estimated $20.7M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q1 2025 was Morgan Stanley, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2025.