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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

Overview Fund Activity

87 hedge funds and large institutions have $486M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 36 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+35
Holders Change %
+67.31%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
42
Increased
36
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$135M
2
LPL Financial
LPL Financial
California
$83.5M
3
SI
Stephens Inc
Arkansas
$29.2M
4
Stifel Financial
Stifel Financial
Missouri
$21.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.1M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$16.2M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
BFG
Beacon Financial Group
Texas
$10.8M
4
JIP
Jaffetilchin Investment Partners
Florida
$0
5
FCAM
First Citizens Asset Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
76
Raleigh Capital Management
North Carolina
$155K -$24.2K -1,284 -13%
GRP
77
Global Retirement Partners
California
$79.8K +$14.5K +768 +22%
BC
78
Barrett & Company
Rhode Island
$47.1K – – –
RWPA
79
Richard W. Paul & Associates
Michigan
$27.9K +$7.91K +420 +40%
Wells Fargo
80
Wells Fargo
California
$21.7K – – –
AWM
81
Avior Wealth Management
Nebraska
$20.1K +$20.1K +1,066 New
AAS
82
Ameritas Advisory Services
Nebraska
$19.8K +$19.8K +1,050 New
TAM
83
Tucker Asset Management
Colorado
$17.3K +$17.3K +920 New
LFG
84
Larson Financial Group
Missouri
$15.1K – – –
SS
85
Sunbelt Securities
Texas
$11.3K +$11.3K +600 New
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$11K +$9.76K +518,546 +786%
BEI
87
Benjamin Edwards Inc
Missouri
$7K +$7K +395 New
Citadel Advisors
88
Citadel Advisors
Florida
– -$727K -38,922 Closed
JIP
89
Jaffetilchin Investment Partners
Florida
– -$281K -15,048 Closed
FCAM
90
First Citizens Asset Management
North Carolina
– -$274K -14,700 Closed
HAS
91
HBW Advisory Services
California
– -$241K -12,894 Closed
MWM
92
Maripau Wealth Management
Indiana
– -$200K -10,594 Closed
CAM
93
Concorde Asset Management
Michigan
– -$190K -10,182 Closed
MCC
94
Money Concepts Capital
Florida
– -$9.34K -500 Closed
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