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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

Overview Fund Activity

87 hedge funds and large institutions have $486M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 36 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+35
Holders Change %
+67.31%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
42
Increased
36
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$135M
2
LPL Financial
LPL Financial
California
$83.5M
3
SI
Stephens Inc
Arkansas
$29.2M
4
Stifel Financial
Stifel Financial
Missouri
$21.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.1M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$16.2M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
BFG
Beacon Financial Group
Texas
$10.8M
4
JIP
Jaffetilchin Investment Partners
Florida
$0
5
FCAM
First Citizens Asset Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
51
Clarus Wealth Advisors
Arizona
$647K +$102K +5,404 +19%
SFS
52
Security Financial Services
Indiana
$620K +$620K +32,940 New
SMF
53
Sterling Manor Financial
New York
$592K +$592K +31,420 New
AWM
54
AE Wealth Management
Kansas
$560K +$560K +29,738 New
BCI
55
Brinker Capital Investments
Pennsylvania
$536K +$536K +28,441 New
OPS
56
Orion Portfolio Solutions
Nebraska
$536K +$536K +28,441 New
AAS
57
Avantax Advisory Services
Texas
$517K +$517K +27,451 New
CA
58
Cetera Advisors
Colorado
$494K +$494K +26,252 New
IWC
59
Integrated Wealth Concepts
Massachusetts
$482K +$482K +25,621 New
SPIA
60
Steward Partners Investment Advisory
New York
$400K +$26.5K +1,406 +7%
ACA
61
Aptus Capital Advisors
Alabama
$395K – – –
GWANC
62
Guardian Wealth Advisors (North Carolina)
North Carolina
$395K – – –
PWA
63
PCG Wealth Advisors
Kansas
$381K +$381K +20,210 New
SS
64
Simplicity Solutions
Minnesota
$379K +$188K +9,960 +98%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$379K +$281K +14,903 +286%
BRWA
66
B. Riley Wealth Advisors
Florida
$378K +$378K +20,095 New
CF
67
Centaurus Financial
California
$357K +$357K +18,981 New
GWP
68
Gateway Wealth Partners
Wisconsin
$307K +$307K +16,310 New
PTP
69
Platform Technology Partners
New York
$305K +$47K +2,494 +18%
EH
70
Equitable Holdings
New York
$274K +$274K +14,530 New
FPWM
71
FSB Premier Wealth Management
Iowa
$222K +$222K +11,766 New
FHA
72
Flagship Harbor Advisors
Massachusetts
$210K +$210K +11,140 New
PTC
73
Private Trust Company
Ohio
$202K +$202K +10,712 New
WEG
74
World Equity Group
Illinois
$195K +$195K +12,592 New
CFGS
75
Concourse Financial Group Securities
Alabama
$189K +$30K +1,592 +19%
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