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First Trust Limited Duration Investment Grade Corporate ETF

160 hedge funds and large institutions have $933M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 53

7% more funds holding

Funds holding: 149160 (+11)

3% more capital invested

Capital invested by funds: $908M → $933M (+$25M)

2.56% less ownership

Funds ownership: 67.46%64.89% (-2.6%)

Holders
160
Holders Change
+11
Holders Change %
+7.38%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
68
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
26
&Partners
Tennessee
$4.63M +$132K +6,888 +3%
MA
27
Mutual Advisors
Nebraska
$4.28M -$103K -5,343 -2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.23M +$342K +17,820 +12%
CFFP
29
Center for Financial Planning
Michigan
$2.97M -$175K -9,090 -6%
DC
30
Davenport & Co
Virginia
$2.63M -$12K -624 -0.5%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.58M -$218K -11,341 -8%
CIA
32
Concurrent Investment Advisors
Florida
$2.57M +$214K +11,164 +9%
KAS
33
Kestra Advisory Services
Texas
$2.55M -$31.1K -1,621 -1%
FPWM
34
FSB Premier Wealth Management
Iowa
$2.47M +$39.4K +2,053 +2%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$2.41M -$385K -20,023 -14%
AIC
36
Archer Investment Corporation
Indiana
$2.38M +$31.2K +1,622 +1%
DADC
37
D.A. Davidson & Co
Montana
$2.24M +$110K +5,748 +5%
SFO
38
Stenger Family Office
Illinois
$2.15M -$154K -8,010 -7%
USCWA
39
U.S. Capital Wealth Advisors
Texas
$2.12M +$25.3K +1,318 +1%
PTP
40
Platform Technology Partners
New York
$2.08M +$238K +12,403 +13%
RA
41
RFG Advisory
Alabama
$2.04M +$804K +41,837 +65%
MML Investors Services
42
MML Investors Services
Massachusetts
$2M +$322K +16,762 +19%
BCI
43
Brinker Capital Investments
Pennsylvania
$1.94M -$18.5K -964 -0.9%
DWP
44
Daymark Wealth Partners
Ohio
$1.69M +$244K +12,698 +17%
IA
45
Insight Advisors
Pennsylvania
$1.64M -$384K -20,013 -19%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.56M +$31.3K +1,627 +2%
PAS
47
Park Avenue Securities
New York
$1.55M -$22.7K -1,181 -1%
VAG
48
VisionPoint Advisory Group
Texas
$1.52M +$293K +15,266 +24%
KPWS
49
Kestra Private Wealth Services
Texas
$1.47M -$23.9K -1,244 -2%
WCM
50
WealthBridge Capital Management
Ohio
$1.42M +$4.98K +259 +0.4%