We are live on ! Find out more
FSIG icon

First Trust Limited Duration Investment Grade Corporate ETF

151 hedge funds and large institutions have $858M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $871M → $858M (-$12.9M)

4.09% less ownership

Funds ownership: 69.4%65.31% (-4.1%)

4% less funds holding

Funds holding: 158151 (-7)

12% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 65

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
151
Holders Change
-7
Holders Change %
-4.43%
% 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
14
Increased
57
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$1.73M -$29.9K -1,581 -2%
FTUS
52
Flow Traders U.S.
New York
$1.72M +$1.44M +75,988 +518%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.69M -$2.48M -130,911 -59%
PTP
54
Platform Technology Partners
New York
$1.66M +$55.6K +2,939 +3%
PAS
55
Park Avenue Securities
New York
$1.64M -$402K -21,259 -20%
DADC
56
D.A. Davidson & Co
Montana
$1.63M +$1.35M +71,351 +490%
MML Investors Services
57
MML Investors Services
Massachusetts
$1.61M -$69.2K -3,657 -4%
KPWS
58
Kestra Private Wealth Services
Texas
$1.48M -$134K -7,073 -8%
IWM
59
Iams Wealth Management
Nebraska
$1.44M -$511K -27,013 -26%
WCM
60
WealthBridge Capital Management
Ohio
$1.37M +$145K +7,642 +12%
Goldman Sachs
61
Goldman Sachs
New York
$1.37M +$1.36M +72,135 New
HIS
62
Harvest Investment Services
Illinois
$1.36M -$1.55M -81,904 -53%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$1.3M -$159K -8,388 -11%
HighTower Advisors
64
HighTower Advisors
Illinois
$1.21M +$151K +7,957 +14%
OC
65
Oppenheimer & Co
New York
$1.09M +$103K +5,463 +10%
KWM
66
Kingsview Wealth Management
Oregon
$1.04M +$206K +10,905 +25%
EH
67
Equitable Holdings
New York
$1.02M +$252K +13,335 +33%
BFG
68
Beacon Financial Group
Texas
$990K
DWP
69
Daymark Wealth Partners
Ohio
$957K +$92.4K +4,884 +11%
PAG
70
Private Advisor Group
New Jersey
$941K -$36.9K -1,949 -4%
Mariner
71
Mariner
Kansas
$933K +$3.78K +200 +0.4%
SP
72
Sequent Planning
Nebraska
$884K +$6.19K +327 +0.7%
HH
73
Hilltop Holdings
Texas
$884K +$1.72K +91 +0.2%
ACA
74
Aptus Capital Advisors
Alabama
$852K
GWANC
75
Guardian Wealth Advisors (North Carolina)
North Carolina
$852K

FSIG Hedge Fund Activity: Q1 2025 in Review

151 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q1 2025, worth a combined $858M — down 1.5% from $871M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FSIG and 14 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 57 added.

The largest buyer was Ameriprise, adding an estimated $20.7M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.

  • 151 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q1 2025, down from 158 in Q4 2024.
  • Funds reported $858M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q1 2025, down 1.5% quarter-over-quarter.
  • 14 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q1 2025 and 18 closed out, a net change of -4 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q1 2025 was Ameriprise, an estimated $20.7M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q1 2025 was Morgan Stanley, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2025.