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First Trust Limited Duration Investment Grade Corporate ETF

109 hedge funds and large institutions have $543M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-1
Holders Change %
-0.91%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
41
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWP
76
Gateway Wealth Partners
Wisconsin
$442K +$27.9K +1,515 +7%
ACM
77
Arlington Capital Management
Illinois
$440K -$4.45K -242 -1%
FPWM
78
FSB Premier Wealth Management
Iowa
$415K +$13.2K +720 +3%
IWC
79
Integrated Wealth Concepts
Massachusetts
$406K -$64.6K -3,511 -14%
Mariner
80
Mariner
Kansas
$368K +$368K +19,991 New
CA
81
Continuum Advisory
Idaho
$336K -$496K -26,972 -60%
WEG
82
World Equity Group
Illinois
$313K -$167K -9,079 -35%
PTP
83
Platform Technology Partners
New York
$286K -$40.9K -2,223 -13%
EH
84
Equitable Holdings
New York
$268K -$279K -15,191 -51%
SS
85
Simplicity Solutions
Minnesota
$243K -$3.6K -196 -1%
CAM
86
Concorde Asset Management
Michigan
$243K -$3.26K -177 -1%
TA
87
TrueWealth Advisors
Alabama
$227K -$16.2K -882 -7%
FHA
88
Flagship Harbor Advisors
Massachusetts
$223K -$36.7K -1,994 -14%
KWM
89
Kingsview Wealth Management
Oregon
$220K +$220K +11,937 New
T
90
TRUADVICE
Florida
$199K +$11K +596 +6%
HA
91
Herold Advisors
New York
$196K -$24.8K -1,348 -11%
MML Investors Services
92
MML Investors Services
Massachusetts
$194K +$194K +10,524 New
RCM
93
Raleigh Capital Management
North Carolina
$139K -$13.2K -720 -9%
CAS
94
Coppell Advisory Solutions
Texas
$138K -$350K -18,733 -72%
CFGS
95
Concourse Financial Group Securities
Alabama
$132K +$10.2K +552 +8%
WWM
96
Wagner Wealth Management
South Carolina
$85.8K +$5.52K +300 +7%
GRP
97
Global Retirement Partners
California
$85.3K +$1.03K +56 +1%
BC
98
Barrett & Company
Rhode Island
$82.8K +$36.8K +2,000 +80%
AWM
99
Avior Wealth Management
Nebraska
$70.1K -$62.7K -3,409 -47%
NS
100
NBC Securities
Alabama
$49K +$49K +2,687 New