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First Trust Limited Duration Investment Grade Corporate ETF

149 hedge funds and large institutions have $908M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 71 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 52

2% more capital invested

Capital invested by funds: $886M → $908M (+$22.1M)

0.78% less ownership

Funds ownership: 68.24%67.46% (-0.78%)

5% less funds holding

Funds holding: 157149 (-8)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
149
Holders Change
-8
Holders Change %
-5.1%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
71
Reduced
52
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
Mutual Advisors
Nebraska
$4.4M +$3.07M +160,087 +234%
IA
27
IFG Advisory
Georgia
$4.39M +$2.96M +154,336 +208%
BEI
28
Benjamin Edwards Inc
Missouri
$3.79M +$478K +24,928 +14%
CFFP
29
Center for Financial Planning
Michigan
$3.15M +$234K +12,216 +8%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2.9M -$23.5K -1,224 -0.8%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.8M +$18.7K +974 +0.7%
RCAG
32
Rehmann Capital Advisory Group
Michigan
$2.79M +$184K +9,599 +7%
EE
33
EWG Elevate
California
$2.67M -$1.26M -65,883 -32%
DC
34
Davenport & Co
Virginia
$2.64M -$42.6K -2,223 -2%
KAS
35
Kestra Advisory Services
Texas
$2.59M -$376K -19,598 -13%
FPWM
36
FSB Premier Wealth Management
Iowa
$2.43M +$123K +6,394 +5%
CIA
37
Concurrent Investment Advisors
Florida
$2.35M -$107K -5,570 -4%
AIC
38
Archer Investment Corporation
Indiana
$2.35M +$62K +3,237 +3%
SFO
39
Stenger Family Office
Illinois
$2.31M +$122K +6,382 +6%
DADC
40
D.A. Davidson & Co
Montana
$2.13M +$98K +5,111 +5%
USCWA
41
U.S. Capital Wealth Advisors
Texas
$2.1M +$117K +6,108 +6%
IA
42
Insight Advisors
Pennsylvania
$2.02M -$640K -33,378 -24%
BCI
43
Brinker Capital Investments
Pennsylvania
$1.96M +$122K +6,367 +7%
PTP
44
Platform Technology Partners
New York
$1.84M +$164K +8,535 +10%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.68M +$240K +12,544 +17%
PAS
46
Park Avenue Securities
New York
$1.57M -$89K -4,646 -5%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.53M -$537 -28 -0%
KPWS
48
Kestra Private Wealth Services
Texas
$1.49M -$31.7K -1,652 -2%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$1.47M +$133K +6,955 +10%
IWM
50
Iams Wealth Management
Nebraska
$1.45M -$16.8K -876 -1%

FSIG Hedge Fund Activity: Q3 2025 in Review

149 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q3 2025, worth a combined $908M — up 2.5% from $886M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FSIG and 11 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 71 added.

The largest buyer was Morgan Stanley, adding an estimated $8.93M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $8.26M.

  • 149 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q3 2025, down from 157 in Q2 2025.
  • Funds reported $908M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q3 2025, up 2.5% quarter-over-quarter.
  • 11 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q3 2025 and 18 closed out, a net change of -7 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q3 2025 was Morgan Stanley, an estimated $8.93M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $8.26M sold.

Based on aggregated 13F filings for Q3 2025.