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First Trust Limited Duration Investment Grade Corporate ETF

139 hedge funds and large institutions have $775M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
65
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
51
AE Wealth Management
Kansas
$1.45M -$706K -37,628 -33%
IW
52
Imprint Wealth
South Carolina
$1.42M +$11.3K +602 +0.8%
BCI
53
Brinker Capital Investments
Pennsylvania
$1.39M +$456K +24,272 +49%
OPS
54
Orion Portfolio Solutions
Nebraska
$1.39M +$456K +24,272 +49%
SWM
55
Spire Wealth Management
Virginia
$1.34M -$51.6K -2,747 -4%
BFG
56
Beacon Financial Group
Texas
$1.33M
USCWA
57
U.S. Capital Wealth Advisors
Texas
$1.27M +$498K +26,528 +64%
RA
58
RFG Advisory
Alabama
$1.12M -$770K -41,049 -41%
MA
59
Mutual Advisors
Nebraska
$1.12M +$1.12M +59,422 New
Mariner
60
Mariner
Kansas
$1.05M -$82.6K -4,401 -7%
ACA
61
Aptus Capital Advisors
Alabama
$1.03M
GWANC
62
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.03M
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$931K +$931K +49,601 New
TC
64
TownSquare Capital
Utah
$918K +$918K +48,884 New
DWM
65
Darwin Wealth Management
Florida
$918K -$71.9K -3,830 -7%
VAS
66
Vestmark Advisory Solutions
Massachusetts
$827K +$827K +44,070 New
CA
67
CoreCap Advisors
Michigan
$775K -$1.15M -61,491 -60%
WCM
68
WealthBridge Capital Management
Ohio
$767K +$8.84K +471 +1%
TC
69
Trilogy Capital
California
$757K +$2.67K +142 +0.4%
HighTower Advisors
70
HighTower Advisors
Illinois
$736K +$736K +39,124 New
SP
71
Sequent Planning
Nebraska
$732K +$732K +39,019 New
Comerica Bank
72
Comerica Bank
Texas
$704K -$120K -6,379 -15%
NFG
73
Nations Financial Group
Iowa
$697K -$49.6K -2,642 -7%
PWA
74
PCG Wealth Advisors
Kansas
$692K -$262K -13,974 -27%
BBA
75
Braun-Bostich & Associates
Pennsylvania
$670K -$273K -14,548 -29%