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First Trust Limited Duration Investment Grade Corporate ETF

110 hedge funds and large institutions have $593M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+23
Holders Change %
+26.44%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
54
Reduced
22
Closed
4
Calls
Puts
$6.26M
Net Calls
-$6.26M
Net Calls Change
-$6.26M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$476K -$596 -32 -0.1%
CA
77
Cetera Advisors
Colorado
$456K -$32.4K -1,738 -7%
ACM
78
Arlington Capital Management
Illinois
$450K -$385K -20,700 -46%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$420K +$420K +22,581 New
GWP
80
Gateway Wealth Partners
Wisconsin
$419K +$116K +6,208 +38%
FPWM
81
FSB Premier Wealth Management
Iowa
$407K +$188K +10,104 +86%
SPIA
82
Steward Partners Investment Advisory
New York
$395K
VAS
83
Vestmark Advisory Solutions
Massachusetts
$393K +$393K +21,119 New
BRWA
84
B. Riley Wealth Advisors
Florida
$350K -$24.2K -1,299 -6%
EIA
85
Eldridge Investment Advisors
New Hampshire
$331K +$331K +17,800 New
PTP
86
Platform Technology Partners
New York
$331K +$29.4K +1,582 +10%
FHA
87
Flagship Harbor Advisors
Massachusetts
$262K +$55K +2,956 +27%
SS
88
Simplicity Solutions
Minnesota
$250K -$125K -6,711 -33%
CAM
89
Concorde Asset Management
Michigan
$249K +$249K +13,394 New
TA
90
TrueWealth Advisors
Alabama
$247K +$247K +13,239 New
PFA
91
Pinnacle Family Advisors
Missouri
$246K +$246K +13,193 New
HA
92
Herold Advisors
New York
$223K +$223K +11,983 New
T
93
TRUADVICE
Florida
$190K +$190K +10,221 New
RCM
94
Raleigh Capital Management
North Carolina
$154K -$112 -6 -0.1%
AWM
95
Avior Wealth Management
Nebraska
$134K +$115K +6,153 +577%
CFGS
96
Concourse Financial Group Securities
Alabama
$124K -$63.7K -3,404 -34%
GRP
97
Global Retirement Partners
California
$85.7K +$7.15K +384 +9%
WWM
98
Wagner Wealth Management
South Carolina
$81.3K +$81.3K +4,366 New
TAM
99
Tucker Asset Management
Colorado
$47.7K +$30.6K +1,642 +178%
BC
100
Barrett & Company
Rhode Island
$46.6K