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First Trust Limited Duration Investment Grade Corporate ETF

139 hedge funds and large institutions have $775M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
65
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
76
Snowden Capital Advisors
New York
$662K -$848K -45,182 -56%
HI
77
Harbour Investments
Wisconsin
$630K -$54K -2,878 -8%
CWA
78
Clarus Wealth Advisors
Arizona
$616K -$6.53K -350 -1%
IGWM
79
ICA Group Wealth Management
Colorado
$608K -$391K -20,850 -39%
SFS
80
Security Financial Services
Indiana
$598K -$9.54K -508 -2%
BRWA
81
B. Riley Wealth Advisors
Florida
$573K +$212K +11,513 +59%
EH
82
Equitable Holdings
New York
$529K +$146K +7,786 +38%
FPWM
83
FSB Premier Wealth Management
Iowa
$524K +$30.6K +1,628 +6%
PTC
84
Private Trust Company
Ohio
$504K -$125K -6,686 -20%
MML Investors Services
85
MML Investors Services
Massachusetts
$503K +$42.6K +2,269 +9%
CWP
86
Core Wealth Partners
California
$501K +$167K +8,883 +50%
SPIA
87
Steward Partners Investment Advisory
New York
$500K +$12.5K +666 +3%
CCFM
88
Clear Creek Financial Management
Washington
$486K +$3.53K +188 +0.7%
VCM
89
Virtue Capital Management
Tennessee
$475K -$618K -33,076 -57%
SWP
90
Stratos Wealth Partners
Ohio
$475K -$35.8K -1,906 -7%
WS
91
Wedbush Securities
California
$470K +$470K +25,043 New
CASC
92
Coppell Advisory Solutions Corp
Texas
$462K +$462K +24,616 New
PWA
93
Prairie Wealth Advisors
Nebraska
$454K +$454K +24,195 New
CFD
94
Creative Financial Designs
Indiana
$445K -$792K -42,220 -64%
KWM
95
Kingsview Wealth Management
Oregon
$425K +$164K +8,723 +63%
TA
96
TFB Advisors
Kansas
$386K +$151K +8,131 +65%
GWP
97
Gateway Wealth Partners
Wisconsin
$378K -$84.3K -4,490 -18%
GM
98
GeoWealth Management
Illinois
$375K +$375K +19,974 New
OIA
99
OneDigital Investment Advisors
Kansas
$327K -$10.7K -572 -3%
PWM
100
Prosperity Wealth Management
California
$326K +$68.5K +3,650 +27%