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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

157 hedge funds and large institutions have $886M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

4% more funds holding

Funds holding: 151 → 157 (+6)

2.93% more ownership

Funds ownership: 65.31% → 68.24% (+2.9%)

3% more capital invested

Capital invested by funds: $858M → $886M (+$27.7M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
157
Holders Change
+6
Holders Change %
+3.97%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
65
Reduced
58
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$9.34M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$8.84M
3
Morgan Stanley
Morgan Stanley
New York
+$8.01M
4
First Trust Advisors
First Trust Advisors
Illinois
+$5.25M
5
Truist Financial
Truist Financial
North Carolina
+$5.16M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$6.52M
2
NW
Naviter Wealth
Arkansas
-$5.94M
3
AWS
Atria Wealth Solutions
New York
-$3.14M
4
Stifel Financial
Stifel Financial
Missouri
-$2.95M
5
Jane Street
Jane Street
New York
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$1.44M -$184K -9,666 -11%
SPC
52
Sigma Planning Corp
Michigan
$1.44M -$1.31M -68,890 -48%
IA
53
IFG Advisory
Georgia
$1.42M -$2.05M -107,896 -59%
VWA
54
Visionary Wealth Advisors
Illinois
$1.38M -$1.12M -59,245 -45%
WCM
55
WealthBridge Capital Management
Ohio
$1.38M -$3.44K -181 -0.3%
HIS
56
Harvest Investment Services
Illinois
$1.35M -$26.4K -1,393 -2%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$1.33M +$23K +1,213 +2%
OMC
58
Old Mission Capital
Illinois
$1.32M -$6.52M -343,340 -83%
MA
59
Mutual Advisors
Nebraska
$1.3M -$914K -48,169 -41%
EH
60
Equitable Holdings
New York
$1.21M +$183K +9,625 +18%
AAS
61
Avantax Advisory Services
Texas
$1.2M -$542K -28,564 -31%
KWM
62
Kingsview Wealth Management
Oregon
$1.13M +$82.8K +4,360 +8%
Mariner
63
Mariner
Kansas
$1.12M +$172K +9,081 +18%
VAG
64
VisionPoint Advisory Group
Texas
$1.11M +$1.1M +57,858 New
OC
65
Oppenheimer & Co
New York
$1.07M -$32.3K -1,701 -3%
FTUS
66
Flow Traders U.S.
New York
$1.04M -$691K -36,380 -40%
AI
67
Atria Investments
North Carolina
$1.03M +$227K +11,932 +29%
DWP
68
Daymark Wealth Partners
Ohio
$1M +$35.5K +1,869 +4%
BFG
69
Beacon Financial Group
Texas
$1,000K – – –
HH
70
Hilltop Holdings
Texas
$935K +$41.9K +2,209 +5%
RA
71
RFG Advisory
Alabama
$915K +$211K +11,113 +30%
SP
72
Sequent Planning
Nebraska
$910K +$17.9K +941 +2%
PFS
73
Prospera Financial Services
Texas
$906K +$57.5K +3,031 +7%
CA
74
Continuum Advisory
Idaho
$902K +$253K +13,310 +39%
PAG
75
Private Advisor Group
New Jersey
$900K -$49K -2,583 -5%
1 2
3
4 5

FSIG Hedge Fund Activity: Q2 2025 in Review

157 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q2 2025, worth a combined $886M — up 3.2% from $858M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FSIG positions and 9 closed out — a net gain of 7 holders — while 65 added to existing stakes and 58 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.34M. The largest seller was Old Mission Capital, cutting an estimated $6.52M.

  • 157 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q2 2025, up from 151 in Q1 2025.
  • Funds reported $886M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 16 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q2 2025 and 9 closed out, a net change of +7 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q2 2025 was LPL Financial, an estimated $9.34M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q2 2025 was Old Mission Capital, an estimated $6.52M sold.

Based on aggregated 13F filings for Q2 2025.