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First Trust Limited Duration Investment Grade Corporate ETF

147 hedge funds and large institutions have $801M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 79 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
79
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$1.58M +$774K +40,295 +96%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$1.56M -$101K -5,255 -6%
FPWM
53
FSB Premier Wealth Management
Iowa
$1.45M +$550K +28,626 +61%
USCWA
54
U.S. Capital Wealth Advisors
Texas
$1.43M +$123K +6,422 +9%
PTP
55
Platform Technology Partners
New York
$1.28M +$408K +21,236 +47%
IA
56
IFP Advisors
Florida
$1.28M -$1.8M -93,990 -59%
WCM
57
WealthBridge Capital Management
Ohio
$1.15M +$387K +20,137 +50%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.05M +$122K +6,322 +13%
ACA
59
Aptus Capital Advisors
Alabama
$1.05M
GWANC
60
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.05M
PAG
61
Private Advisor Group
New Jersey
$1.03M -$58.2K -3,033 -5%
BFG
62
Beacon Financial Group
Texas
$1M -$353K -18,393 -26%
RA
63
RFG Advisory
Alabama
$977K -$88.9K -4,631 -8%
Mariner
64
Mariner
Kansas
$942K -$124K -6,469 -12%
AI
65
Atria Investments
North Carolina
$908K +$210K +10,916 +30%
CWP
66
Core Wealth Partners
California
$879K +$455K +23,722 +107%
SP
67
Sequent Planning
Nebraska
$873K +$4.53K +236 +0.5%
DWM
68
Darwin Wealth Management
Florida
$860K +$14.8K +771 +2%
NFG
69
Nations Financial Group
Iowa
$841K +$142K +7,388 +20%
MW
70
Maia Wealth
Colorado
$791K -$56.3K -2,964 -7%
SWM
71
Spire Wealth Management
Virginia
$783K -$139K -7,260 -15%
HH
72
Hilltop Holdings
Texas
$770K +$770K +40,093 New
EH
73
Equitable Holdings
New York
$752K +$192K +9,996 +34%
CAS
74
Coppell Advisory Solutions
Texas
$696K +$118K +6,137 +20%
KWM
75
Kingsview Wealth Management
Oregon
$667K +$58K +3,019 +10%