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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

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

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

70% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 44

9% more capital invested

Capital invested by funds: $801M → $871M (+$70M)

7% more funds holding

Funds holding: 147 → 158 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7.26% less ownership

Funds ownership: 76.66% → 69.4% (-7.3%)

Holders
158
Holders Change
+11
Holders Change %
+7.48%
% of All Funds
2.08%
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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$20.4M
2
IAA
Independent Advisor Alliance
North Carolina
+$9.77M
3
LPL Financial
LPL Financial
California
+$6.73M
4
Osaic Holdings
Osaic Holdings
Arizona
+$5.81M
5
Wells Fargo
Wells Fargo
California
+$5.48M

Top Sellers

Rank Fund Capital Flow
1
SI
Stephens Inc
Arkansas
-$3.42M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.37M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.41M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$1.36M
5
NA
NewEdge Advisors
Louisiana
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
51
Iams Wealth Management
Nebraska
$1.95M -$308K -16,246 -14%
AWM
52
AE Wealth Management
Kansas
$1.84M -$133K -6,996 -7%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$1.77M +$371K +19,550 +26%
AAS
54
Avantax Advisory Services
Texas
$1.75M -$176K -9,258 -9%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$1.75M +$1.49M +78,584 +565%
FPWM
56
FSB Premier Wealth Management
Iowa
$1.7M +$275K +14,481 +19%
IA
57
IFG Advisory
Georgia
$1.69M +$2.22K +117 +0.1%
MML Investors Services
58
MML Investors Services
Massachusetts
$1.67M +$118K +6,191 +8%
KPWS
59
Kestra Private Wealth Services
Texas
$1.61M -$143K -7,517 -8%
PTP
60
Platform Technology Partners
New York
$1.6M +$341K +17,939 +27%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$1.45M -$83.7K -4,412 -5%
WCM
62
WealthBridge Capital Management
Ohio
$1.22M +$85.5K +4,504 +8%
IA
63
IFP Advisors
Florida
$1.14M -$119K -6,280 -9%
CAS
64
Coppell Advisory Solutions
Texas
$1.1M +$416K +21,928 +61%
HighTower Advisors
65
HighTower Advisors
Illinois
$1.06M +$23K +1,211 +2%
AI
66
Atria Investments
North Carolina
$1.04M +$148K +7,795 +16%
BFG
67
Beacon Financial Group
Texas
$987K – – –
OC
68
Oppenheimer & Co
New York
$982K +$589K +31,020 +148%
PAG
69
Private Advisor Group
New Jersey
$974K -$37.7K -1,988 -4%
CWP
70
Core Wealth Partners
California
$936K +$72.5K +3,817 +8%
Mariner
71
Mariner
Kansas
$926K +$57 +3 +0%
NFG
72
Nations Financial Group
Iowa
$894K +$67.3K +3,548 +8%
HH
73
Hilltop Holdings
Texas
$879K +$123K +6,486 +16%
SP
74
Sequent Planning
Nebraska
$874K +$17K +898 +2%
RA
75
RFG Advisory
Alabama
$868K -$92.4K -4,866 -10%
1 2
3
4 5

FSIG Hedge Fund Activity: Q4 2024 in Review

158 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q4 2024, worth a combined $871M — up 8.7% from $801M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FSIG positions and 16 closed out — a net gain of 13 holders — while 75 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.4M. The largest seller was Stephens Inc, cutting an estimated $3.42M.

  • 158 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q4 2024, up from 147 in Q3 2024.
  • Funds reported $871M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q4 2024, up 8.7% quarter-over-quarter.
  • 29 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q4 2024 and 16 closed out, a net change of +13 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q4 2024 was Morgan Stanley, an estimated $20.4M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q4 2024 was Stephens Inc, an estimated $3.42M sold.

Based on aggregated 13F filings for Q4 2024.