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First Trust Limited Duration Investment Grade Corporate ETF

122 hedge funds and large institutions have $850M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+13
Holders Change %
+11.93%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
57
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
51
Beacon Financial Group
Texas
$1.34M +$863K +45,523 +181%
CFD
52
Creative Financial Designs
Indiana
$1.25M -$252K -13,292 -17%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$1.15M +$138K +7,281 +14%
Mariner
54
Mariner
Kansas
$1.14M +$762K +40,165 +201%
VCM
55
Virtue Capital Management
Tennessee
$1.1M -$408K -21,618 -27%
ACA
56
Aptus Capital Advisors
Alabama
$1.04M +$180K +9,500 +21%
GWANC
57
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.04M +$180K +9,500 +21%
MW
58
Maia Wealth
Colorado
$1.02M +$1.02M +54,051 New
IGWM
59
ICA Group Wealth Management
Colorado
$1.01M -$3.3M -174,044 -77%
DWM
60
Darwin Wealth Management
Florida
$999K -$72.2K -3,807 -7%
PWA
61
PCG Wealth Advisors
Kansas
$964K -$152K -8,012 -14%
BBA
62
Braun-Bostich & Associates
Pennsylvania
$952K +$952K +50,221 New
OPS
63
Orion Portfolio Solutions
Nebraska
$945K +$31.5K +1,669 +3%
BCI
64
Brinker Capital Investments
Pennsylvania
$945K +$31.5K +1,669 +3%
Goldman Sachs
65
Goldman Sachs
New York
$891K +$891K +47,000 New
CA
66
Cetera Advisors
Colorado
$849K +$368K +19,414 +77%
Comerica Bank
67
Comerica Bank
Texas
$832K +$202K +10,649 +32%
PTP
68
Platform Technology Partners
New York
$792K +$499K +26,467 +170%
USCWA
69
U.S. Capital Wealth Advisors
Texas
$784K +$784K +41,326 New
WCM
70
WealthBridge Capital Management
Ohio
$765K -$29K -1,529 -4%
TC
71
Trilogy Capital
California
$762K +$4.48K +236 +0.6%
NFG
72
Nations Financial Group
Iowa
$754K
HI
73
Harbour Investments
Wisconsin
$691K +$21.6K +1,141 +3%
PTC
74
Private Trust Company
Ohio
$636K -$111K -5,876 -15%
CWA
75
Clarus Wealth Advisors
Arizona
$632K +$632K +33,360 New