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First Trust Limited Duration Investment Grade Corporate ETF

149 hedge funds and large institutions have $908M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 71 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 52

2% more capital invested

Capital invested by funds: $886M → $908M (+$22.1M)

0.78% less ownership

Funds ownership: 68.24%67.46% (-0.78%)

5% less funds holding

Funds holding: 157149 (-8)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
149
Holders Change
-8
Holders Change %
-5.1%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
71
Reduced
52
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
51
Daymark Wealth Partners
Ohio
$1.44M +$437K +22,798 +44%
WCM
52
WealthBridge Capital Management
Ohio
$1.42M +$38.5K +2,009 +3%
SPC
53
Sigma Planning Corp
Michigan
$1.37M -$70.1K -3,657 -5%
HIS
54
Harvest Investment Services
Illinois
$1.33M -$17.1K -892 -1%
KWM
55
Kingsview Wealth Management
Oregon
$1.25M +$109K +5,707 +10%
RA
56
RFG Advisory
Alabama
$1.24M +$322K +16,806 +35%
VAG
57
VisionPoint Advisory Group
Texas
$1.23M +$121K +6,301 +11%
EH
58
Equitable Holdings
New York
$1.2M -$23.8K -1,240 -2%
OC
59
Oppenheimer & Co
New York
$1.19M +$118K +6,173 +11%
AI
60
Atria Investments
North Carolina
$1.11M +$79.7K +4,158 +8%
HH
61
Hilltop Holdings
Texas
$1.09M +$151K +7,896 +16%
JWCA
62
J.W. Cole Advisors
Florida
$1.08M +$213K +11,087 +25%
PFS
63
Prospera Financial Services
Texas
$1.05M +$140K +7,317 +15%
PSFG
64
Park Square Financial Group
Georgia
$1.05M -$772K -40,282 -42%
SF
65
Summit Financial
New Jersey
$1.05M +$1.04M +54,469 New
Mariner
66
Mariner
Kansas
$1.03M -$94.7K -4,940 -8%
HI
67
Harbour Investments
Wisconsin
$1.01M +$145K +7,541 +17%
SP
68
Sequent Planning
Nebraska
$962K +$47.3K +2,470 +5%
PAG
69
Private Advisor Group
New Jersey
$937K +$32.7K +1,706 +4%
CA
70
Continuum Advisory
Idaho
$897K -$8.74K -456 -1%
Jane Street
71
Jane Street
New York
$832K -$2.21M -115,439 -73%
ATPW
72
Ashton Thomas Private Wealth
Arizona
$817K +$1.3K +68 +0.2%
SPIA
73
Steward Partners Investment Advisory
New York
$816K +$35.6K +1,856 +5%
Citadel Advisors
74
Citadel Advisors
Florida
$796K -$811K -42,339 -51%
ACA
75
Aptus Capital Advisors
Alabama
$788K -$98.7K -5,150 -11%

FSIG Hedge Fund Activity: Q3 2025 in Review

149 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q3 2025, worth a combined $908M — up 2.5% from $886M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FSIG and 11 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 71 added.

The largest buyer was Morgan Stanley, adding an estimated $8.93M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $8.26M.

  • 149 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q3 2025, down from 157 in Q2 2025.
  • Funds reported $908M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q3 2025, up 2.5% quarter-over-quarter.
  • 11 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q3 2025 and 18 closed out, a net change of -7 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q3 2025 was Morgan Stanley, an estimated $8.93M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $8.26M sold.

Based on aggregated 13F filings for Q3 2025.