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First Trust Limited Duration Investment Grade Corporate ETF

158 hedge funds and large institutions have $871M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+11
Holders Change %
+7.48%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
75
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
51
Iams Wealth Management
Nebraska
$1.95M -$307K -16,246 -14%
AWM
52
AE Wealth Management
Kansas
$1.84M -$132K -6,996 -7%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$1.77M +$369K +19,550 +26%
AAS
54
Avantax Advisory Services
Texas
$1.75M -$175K -9,258 -9%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$1.75M +$1.48M +78,584 +565%
FPWM
56
FSB Premier Wealth Management
Iowa
$1.7M +$273K +14,481 +19%
IA
57
IFG Advisory
Georgia
$1.69M +$2.21K +117 +0.1%
MML Investors Services
58
MML Investors Services
Massachusetts
$1.67M +$117K +6,191 +8%
KPWS
59
Kestra Private Wealth Services
Texas
$1.61M -$142K -7,517 -8%
PTP
60
Platform Technology Partners
New York
$1.6M +$339K +17,939 +27%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$1.45M -$83.3K -4,412 -5%
WCM
62
WealthBridge Capital Management
Ohio
$1.22M +$85K +4,504 +8%
IA
63
IFP Advisors
Florida
$1.14M -$119K -6,280 -9%
CAS
64
Coppell Advisory Solutions
Texas
$1.1M +$414K +21,928 +61%
HighTower Advisors
65
HighTower Advisors
Illinois
$1.06M +$22.9K +1,211 +2%
AI
66
Atria Investments
North Carolina
$1.04M +$147K +7,795 +16%
BFG
67
Beacon Financial Group
Texas
$987K
OC
68
Oppenheimer & Co
New York
$982K +$585K +31,020 +148%
PAG
69
Private Advisor Group
New Jersey
$974K -$37.5K -1,988 -4%
CWP
70
Core Wealth Partners
California
$936K +$72K +3,817 +8%
Mariner
71
Mariner
Kansas
$926K +$57 +3 +0%
NFG
72
Nations Financial Group
Iowa
$894K +$67K +3,548 +8%
HH
73
Hilltop Holdings
Texas
$879K +$122K +6,486 +16%
SP
74
Sequent Planning
Nebraska
$874K +$16.9K +898 +2%
RA
75
RFG Advisory
Alabama
$868K -$91.8K -4,866 -10%