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First Trust Limited Duration Investment Grade Corporate ETF

109 hedge funds and large institutions have $543M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-1
Holders Change %
-0.91%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
41
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IW
51
Imprint Wealth
South Carolina
$1.26M +$149K +8,110 +13%
CA
52
CoreCap Advisors
Michigan
$1.23M -$878K -47,741 -42%
PWA
53
PCG Wealth Advisors
Kansas
$1.08M -$20K -1,090 -2%
PAG
54
Private Advisor Group
New Jersey
$1.07M -$4.18M -227,543 -80%
DWM
55
Darwin Wealth Management
Florida
$1.04M -$156K -8,475 -13%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$980K +$218K +11,862 +29%
BCI
57
Brinker Capital Investments
Pennsylvania
$889K -$246K -13,360 -22%
OPS
58
Orion Portfolio Solutions
Nebraska
$889K -$246K -13,360 -22%
WC
59
Waterloo Capital
Texas
$844K +$844K +45,898 New
ACA
60
Aptus Capital Advisors
Alabama
$832K
GWANC
61
Guardian Wealth Advisors (North Carolina)
North Carolina
$832K
WCFA
62
Walkner Condon Financial Advisors
Wisconsin
$824K -$494K -26,885 -38%
WCM
63
WealthBridge Capital Management
Ohio
$770K +$24.7K +1,345 +3%
TC
64
Trilogy Capital
California
$735K +$3.4K +185 +0.5%
NFG
65
Nations Financial Group
Iowa
$731K
PTC
66
Private Trust Company
Ohio
$725K -$90.5K -4,920 -11%
SFS
67
Security Financial Services
Indiana
$654K +$2.89K +157 +0.4%
HI
68
Harbour Investments
Wisconsin
$649K -$52.3K -2,842 -7%
Comerica Bank
69
Comerica Bank
Texas
$611K +$611K +33,237 New
SWP
70
Stratos Wealth Partners
Ohio
$584K -$55.9K -3,041 -9%
BRWA
71
B. Riley Wealth Advisors
Florida
$573K +$227K +12,369 +66%
SPIA
72
Steward Partners Investment Advisory
New York
$487K +$96.6K +5,251 +25%
CCFM
73
Clear Creek Financial Management
Washington
$472K -$29.4K -1,600 -6%
BFG
74
Beacon Financial Group
Texas
$468K -$10.2M -546,907 -96%
CA
75
Cetera Advisors
Colorado
$466K +$15.5K +841 +3%