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First Trust Limited Duration Investment Grade Corporate ETF

160 hedge funds and large institutions have $933M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 53

7% more funds holding

Funds holding: 149160 (+11)

3% more capital invested

Capital invested by funds: $908M → $933M (+$25M)

2.56% less ownership

Funds ownership: 67.46%64.89% (-2.6%)

Holders
160
Holders Change
+11
Holders Change %
+7.38%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
68
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$1.35M +$269K +13,997 +25%
OC
52
Oppenheimer & Co
New York
$1.31M +$117K +6,100 +10%
HIS
53
Harvest Investment Services
Illinois
$1.2M -$137K -7,115 -10%
EH
54
Equitable Holdings
New York
$1.19M -$5.47K -285 -0.5%
PFS
55
Prospera Financial Services
Texas
$1.15M +$105K +5,468 +10%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$1.14M -$335K -17,432 -23%
SPC
57
Sigma Planning Corp
Michigan
$1.11M -$265K -13,812 -19%
AI
58
Atria Investments
North Carolina
$1.07M -$40.3K -2,100 -4%
CWA
59
Crusonia Wealth Advisors
Colorado
$1.06M +$1.07M +55,471 New
KWM
60
Kingsview Wealth Management
Oregon
$1.06M -$184K -9,567 -15%
PEWA
61
Pacific Excel Wealth Advisors
California
$1.06M +$1.06M +55,335 New
IWM
62
Iams Wealth Management
Nebraska
$1.02M -$423K -22,043 -29%
Mariner
63
Mariner
Kansas
$1.02M -$3.98K -207 -0.4%
HH
64
Hilltop Holdings
Texas
$1.02M -$74.3K -3,870 -7%
CA
65
Continuum Advisory
Idaho
$955K +$58.1K +3,026 +6%
SP
66
Sequent Planning
Nebraska
$949K -$11.6K -604 -1%
PAG
67
Private Advisor Group
New Jersey
$942K +$5.65K +294 +0.6%
KFAS
68
Keating Financial Advisory Services
Kansas
$909K +$910K +47,390 New
SF
69
Summit Financial
New Jersey
$887K -$159K -8,262 -15%
TFP
70
TrueWealth Financial Partners
Washington
$870K +$871K +45,317 New
TBF
71
True Blue Financial
Michigan
$870K +$871K +45,317 New
WS
72
Wedbush Securities
California
$849K +$850K +44,222 New
Goldman Sachs
73
Goldman Sachs
New York
$821K +$822K +42,780 New
SPIA
74
Steward Partners Investment Advisory
New York
$807K -$8.95K -466 -1%
ATPW
75
Ashton Thomas Private Wealth
Arizona
$806K -$10.5K -545 -1%