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First Trust Limited Duration Investment Grade Corporate ETF

157 hedge funds and large institutions have $970M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 45

4% more capital invested

Capital invested by funds: $933M → $970M (+$37.7M)

0.17% more ownership

Funds ownership: 64.89%65.06% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

2% less funds holding

Funds holding: 160157 (-3)

Holders
157
Holders Change
-3
Holders Change %
-1.88%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
77
Reduced
45
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$1.57M +$35.5K +1,856 +2%
PEWA
52
Pacific Excel Wealth Advisors
California
$1.53M +$488K +25,540 +46%
DWP
53
Daymark Wealth Partners
Ohio
$1.51M -$153K -7,997 -9%
PFS
54
Prospera Financial Services
Texas
$1.46M +$324K +16,966 +28%
KPWS
55
Kestra Private Wealth Services
Texas
$1.36M -$90.2K -4,720 -6%
EH
56
Equitable Holdings
New York
$1.25M +$57.6K +3,015 +5%
OC
57
Oppenheimer & Co
New York
$1.24M -$47.4K -2,479 -4%
UBS Group
58
UBS Group
Switzerland
$1.22M +$1.23M +64,412 New
AWM
59
Accurate Wealth Management
Florida
$1.18M +$1.18M +61,876 New
AIS
60
Altium Investment Strategies
Florida
$1.17M +$1.17M +61,340 New
KWM
61
Kingsview Wealth Management
Oregon
$1.15M +$104K +5,415 +10%
AI
62
Atria Investments
North Carolina
$1.14M +$88.5K +4,631 +8%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$1.13M +$3.58K +187 +0.3%
SPC
64
Sigma Planning Corp
Michigan
$1.12M +$34.2K +1,789 +3%
HIS
65
Harvest Investment Services
Illinois
$1.12M -$65.7K -3,436 -6%
GWP
66
Gateway Wealth Partners
Wisconsin
$1.08M +$652K +34,127 +150%
CA
67
Continuum Advisory
Idaho
$1.08M +$135K +7,045 +14%
CWA
68
Crusonia Wealth Advisors
Colorado
$1.06M +$4.55K +238 +0.4%
US Bancorp
69
US Bancorp
Minnesota
$1.04M +$632K +33,063 +151%
Mariner
70
Mariner
Kansas
$1.01M +$4.38K +229 +0.4%
TPWA
71
Twin Peaks Wealth Advisors
California
$983K +$511K +26,741 +106%
SP
72
Sequent Planning
Nebraska
$971K +$34.6K +1,808 +4%
IWM
73
Iams Wealth Management
Nebraska
$958K -$50.5K -2,641 -5%
EFG
74
Everest Financial Group
Minnesota
$919K +$927K +48,500 New
PAG
75
Private Advisor Group
New Jersey
$914K -$16.2K -847 -2%

FSIG Hedge Fund Activity: Q1 2026 in Review

157 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q1 2026, worth a combined $970M — up 4% from $933M a quarter earlier.

Fund positioning in FSIG was balanced in Q1 2026: 21 funds opened new positions, 21 closed out, 77 added to existing stakes and 45 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.1M. The largest seller was Ameriprise, cutting an estimated $12M.

  • 157 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q1 2026, down from 160 in Q4 2025.
  • Funds reported $970M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q1 2026, up 4% quarter-over-quarter.
  • 21 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q1 2026 and 21 closed out, a net change of 0 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q1 2026 was LPL Financial, an estimated $18.1M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q1 2026 was Ameriprise, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2026.