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First Trust Limited Duration Investment Grade Corporate ETF

122 hedge funds and large institutions have $850M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+13
Holders Change %
+11.93%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
57
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
76
Security Financial Services
Indiana
$614K -$60.3K -3,182 -9%
WCFA
77
Walkner Condon Financial Advisors
Wisconsin
$527K -$322K -16,996 -38%
SWP
78
Stratos Wealth Partners
Ohio
$516K -$85.9K -4,533 -14%
FPWM
79
FSB Premier Wealth Management
Iowa
$499K +$70.5K +3,720 +16%
SPIA
80
Steward Partners Investment Advisory
New York
$493K -$9.2K -485 -2%
CCFM
81
Clear Creek Financial Management
Washington
$487K
CAS
82
Coppell Advisory Solutions
Texas
$479K +$339K +17,872 +241%
GWP
83
Gateway Wealth Partners
Wisconsin
$467K +$11.8K +620 +3%
MML Investors Services
84
MML Investors Services
Massachusetts
$465K +$265K +13,992 +133%
IWC
85
Integrated Wealth Concepts
Massachusetts
$398K -$20.7K -1,092 -5%
EH
86
Equitable Holdings
New York
$387K +$111K +5,873 +40%
BRWA
87
B. Riley Wealth Advisors
Florida
$373K -$218K -11,513 -37%
OIA
88
OneDigital Investment Advisors
Kansas
$342K +$342K +18,020 New
CWP
89
Core Wealth Partners
California
$338K +$338K +17,830 New
PFS
90
Prospera Financial Services
Texas
$318K +$318K +16,781 New
GIA
91
Gladstone Institutional Advisory
Florida
$311K +$311K +16,379 New
CA
92
Continuum Advisory
Idaho
$266K -$79.6K -4,200 -23%
KWM
93
Kingsview Wealth Management
Oregon
$264K +$37.6K +1,981 +17%
PWM
94
Prosperity Wealth Management
California
$260K +$260K +13,725 New
CAM
95
Concorde Asset Management
Michigan
$244K -$6.77K -357 -3%
SS
96
Simplicity Solutions
Minnesota
$241K -$9.94K -524 -4%
FHA
97
Flagship Harbor Advisors
Massachusetts
$240K +$10.2K +537 +4%
TA
98
TFB Advisors
Kansas
$239K +$239K +12,605 New
TA
99
TrueWealth Advisors
Alabama
$221K -$13.8K -727 -6%
HA
100
Herold Advisors
New York
$216K +$14.8K +778 +7%