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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

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

84% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 43

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

7.33% more ownership

Funds ownership: 69.33% → 76.66% (+7.3%)

4% more capital invested

Capital invested by funds: $767M → $801M (+$33.6M)

1% more funds holding

Funds holding: 146 → 147 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.11%
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
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$106M
2
Ameriprise
Ameriprise
Minnesota
+$11.5M
3
LPL Financial
LPL Financial
California
+$5.83M
4
Truist Financial
Truist Financial
North Carolina
+$5.18M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.03M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$10.5M
2
First Trust Advisors
First Trust Advisors
Illinois
-$7.54M
3
PFS
Prospera Financial Services
Texas
-$6.82M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.22M
5
OMC
Old Mission Capital
Illinois
-$3.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$1.58M +$768K +40,295 +96%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$1.56M -$100K -5,255 -6%
FPWM
53
FSB Premier Wealth Management
Iowa
$1.45M +$546K +28,626 +61%
USCWA
54
U.S. Capital Wealth Advisors
Texas
$1.43M +$122K +6,422 +9%
PTP
55
Platform Technology Partners
New York
$1.28M +$405K +21,236 +47%
IA
56
IFP Advisors
Florida
$1.28M -$1.79M -93,990 -59%
WCM
57
WealthBridge Capital Management
Ohio
$1.15M +$384K +20,137 +50%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.05M +$120K +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 -$57.8K -3,033 -5%
BFG
62
Beacon Financial Group
Texas
$1M -$351K -18,393 -26%
RA
63
RFG Advisory
Alabama
$977K -$88.3K -4,631 -8%
Mariner
64
Mariner
Kansas
$942K -$123K -6,469 -12%
AI
65
Atria Investments
North Carolina
$908K +$208K +10,916 +30%
CWP
66
Core Wealth Partners
California
$879K +$452K +23,722 +107%
SP
67
Sequent Planning
Nebraska
$873K +$4.5K +236 +0.5%
DWM
68
Darwin Wealth Management
Florida
$860K +$14.7K +771 +2%
NFG
69
Nations Financial Group
Iowa
$841K +$141K +7,388 +20%
MW
70
Maia Wealth
Colorado
$791K -$56.5K -2,964 -7%
SWM
71
Spire Wealth Management
Virginia
$783K -$138K -7,260 -15%
HH
72
Hilltop Holdings
Texas
$770K +$764K +40,093 New
EH
73
Equitable Holdings
New York
$752K +$191K +9,996 +34%
CAS
74
Coppell Advisory Solutions
Texas
$696K +$117K +6,137 +20%
KWM
75
Kingsview Wealth Management
Oregon
$667K +$57.5K +3,019 +10%
1 2
3
4 5

FSIG Hedge Fund Activity: Q3 2024 in Review

147 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q3 2024, worth a combined $801M — up 4.4% from $767M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FSIG positions and 12 closed out — a net gain of 3 holders — while 79 added to existing stakes and 43 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $106M. The largest seller was Kestra Advisory Services, cutting an estimated $10.5M.

  • 147 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q3 2024, up from 146 in Q2 2024.
  • Funds reported $801M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q3 2024, up 4.4% quarter-over-quarter.
  • 15 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q3 2024 and 12 closed out, a net change of +3 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $106M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q3 2024 was Kestra Advisory Services, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2024.