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First Trust Limited Duration Investment Grade Corporate ETF

157 hedge funds and large institutions have $886M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

4% more funds holding

Funds holding: 151157 (+6)

2.93% more ownership

Funds ownership: 65.31%68.24% (+2.9%)

3% more capital invested

Capital invested by funds: $858M → $886M (+$27.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
157
Holders Change
+6
Holders Change %
+3.97%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
65
Reduced
58
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EE
26
EWG Elevate
California
$3.92M -$16.4K -863 -0.4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.55M +$1.83M +96,328 +108%
BEI
28
Benjamin Edwards Inc
Missouri
$3.3M +$614K +32,350 +23%
Jane Street
29
Jane Street
New York
$3.04M -$2.34M -123,100 -44%
KAS
30
Kestra Advisory Services
Texas
$2.95M -$361K -18,994 -11%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$2.9M -$1.05M -55,063 -27%
CFFP
32
Center for Financial Planning
Michigan
$2.9M +$319K +16,820 +12%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.77M +$225K +11,858 +9%
DC
34
Davenport & Co
Virginia
$2.67M -$12.5K -657 -0.5%
IA
35
Insight Advisors
Pennsylvania
$2.65M +$56K +2,951 +2%
RCAG
36
Rehmann Capital Advisory Group
Michigan
$2.6M -$47.9K -2,522 -2%
CIA
37
Concurrent Investment Advisors
Florida
$2.45M +$141K +7,446 +6%
FPWM
38
FSB Premier Wealth Management
Iowa
$2.3M +$323K +17,020 +17%
AIC
39
Archer Investment Corporation
Indiana
$2.28M +$40.6K +2,141 +2%
SFO
40
Stenger Family Office
Illinois
$2.17M +$2.16M +113,744 New
DADC
41
D.A. Davidson & Co
Montana
$2.02M +$375K +19,730 +23%
USCWA
42
U.S. Capital Wealth Advisors
Texas
$1.97M +$180K +9,502 +10%
BCI
43
Brinker Capital Investments
Pennsylvania
$1.83M -$145K -7,625 -7%
PSFG
44
Park Square Financial Group
Georgia
$1.82M -$539K -28,405 -23%
PTP
45
Platform Technology Partners
New York
$1.67M -$2.87K -151 -0.2%
PAS
46
Park Avenue Securities
New York
$1.65M -$5.87K -309 -0.4%
Citadel Advisors
47
Citadel Advisors
Florida
$1.6M -$1.81M -95,440 -53%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.52M +$298K +15,671 +24%
KPWS
49
Kestra Private Wealth Services
Texas
$1.52M +$18K +946 +1%
IWM
50
Iams Wealth Management
Nebraska
$1.46M +$835 +44 +0.1%

FSIG Hedge Fund Activity: Q2 2025 in Review

157 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q2 2025, worth a combined $886M — up 3.2% from $858M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FSIG positions and 9 closed out — a net gain of 7 holders — while 65 added to existing stakes and 58 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.34M. The largest seller was Old Mission Capital, cutting an estimated $6.52M.

  • 157 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q2 2025, up from 151 in Q1 2025.
  • Funds reported $886M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 16 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q2 2025 and 9 closed out, a net change of +7 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q2 2025 was LPL Financial, an estimated $9.34M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q2 2025 was Old Mission Capital, an estimated $6.52M sold.

Based on aggregated 13F filings for Q2 2025.