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First Trust Limited Duration Investment Grade Corporate ETF

110 hedge funds and large institutions have $593M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+23
Holders Change %
+26.44%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
54
Reduced
22
Closed
4
Calls
Puts
$6.26M
Net Calls
-$6.26M
Net Calls Change
-$6.26M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
51
Darwin Wealth Management
Florida
$1.21M -$149K -7,987 -11%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.18M +$251K +13,465 +27%
BCI
53
Brinker Capital Investments
Pennsylvania
$1.15M +$619K +33,263 +117%
OPS
54
Orion Portfolio Solutions
Nebraska
$1.15M +$619K +33,263 +117%
IW
55
Imprint Wealth
South Carolina
$1.13M +$1.13M +60,492 New
PWA
56
PCG Wealth Advisors
Kansas
$1.12M +$740K +39,717 +197%
RWM
57
Ritholtz Wealth Management
New York
$1.02M +$1.02M +54,927 New
AssetMark Inc
58
AssetMark Inc
California
$970K +$970K +52,079 New
GWANC
59
Guardian Wealth Advisors (North Carolina)
North Carolina
$843K +$452K +24,250 +115%
ACA
60
Aptus Capital Advisors
Alabama
$843K +$452K +24,250 +115%
CA
61
Continuum Advisory
Idaho
$842K +$48.5K +2,606 +6%
PTC
62
Private Trust Company
Ohio
$825K +$626K +33,615 +314%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$772K +$397K +21,326 +106%
WCM
64
WealthBridge Capital Management
Ohio
$755K -$27.7K -1,488 -4%
TC
65
Trilogy Capital
California
$741K +$741K +39,785 New
NFG
66
Nations Financial Group
Iowa
$741K +$741K +39,776 New
HI
67
Harbour Investments
Wisconsin
$710K +$31K +1,664 +5%
SFS
68
Security Financial Services
Indiana
$659K +$46K +2,471 +8%
KPWS
69
Kestra Private Wealth Services
Texas
$648K +$648K +34,804 New
SWP
70
Stratos Wealth Partners
Ohio
$648K -$15.8K -846 -2%
CWA
71
Clarus Wealth Advisors
Arizona
$611K -$22.3K -1,202 -4%
EH
72
Equitable Holdings
New York
$554K +$283K +15,208 +105%
CCFM
73
Clear Creek Financial Management
Washington
$508K +$508K +27,281 New
CAS
74
Coppell Advisory Solutions
Texas
$486K -$166K -8,913 -25%
WEG
75
World Equity Group
Illinois
$486K +$252K +13,514 +107%