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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

146 hedge funds and large institutions have $767M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

5% more funds holding

Funds holding: 139 → 146 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 55

1% less capital invested

Capital invested by funds: $775M → $767M (-$8.09M)

1.95% less ownership

Funds ownership: 71.28% → 69.33% (-2%)

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
55
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$14.7M
2
PFS
Prospera Financial Services
Texas
+$8.46M
3
LPL Financial
LPL Financial
California
+$8.17M
4
RJA
Raymond James & Associates
Florida
+$5.8M
5
Ameriprise
Ameriprise
Minnesota
+$3.69M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$22.1M
2
Jane Street
Jane Street
New York
-$7.61M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.47M
4
IAA
Independent Advisor Alliance
North Carolina
-$2.54M
5
AI
Atria Investments
North Carolina
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$595K +$170K +9,098 +40%
CAS
77
Coppell Advisory Solutions
Texas
$563K +$562K +30,027 New
PTC
78
Private Trust Company
Ohio
$550K +$46.8K +2,500 +9%
EH
79
Equitable Holdings
New York
$547K +$18.1K +967 +3%
WS
80
Wedbush Securities
California
$512K +$42.5K +2,273 +9%
SPIA
81
Steward Partners Investment Advisory
New York
$505K +$5.11K +273 +1%
SCA
82
Snowden Capital Advisors
New York
$497K -$163K -8,703 -25%
JWCA
83
J.W. Cole Advisors
Florida
$495K +$294K +15,718 +147%
GWP
84
Gateway Wealth Partners
Wisconsin
$481K +$103K +5,487 +27%
TA
85
TFB Advisors
Kansas
$415K +$26.2K +1,400 +7%
CWP
86
Core Wealth Partners
California
$414K -$86.7K -4,633 -17%
GM
87
GeoWealth Management
Illinois
$413K +$38.7K +2,067 +10%
MWA
88
Merkkuri Wealth Advisors
New York
$388K +$388K +20,711 New
CFD
89
Creative Financial Designs
Indiana
$384K -$60.3K -3,220 -14%
SWP
90
Stratos Wealth Partners
Ohio
$370K -$104K -5,565 -22%
PWM
91
Prosperity Wealth Management
California
$341K +$15.8K +845 +5%
OIA
92
OneDigital Investment Advisors
Kansas
$327K +$262 +14 +0.1%
PWA
93
PCG Wealth Advisors
Kansas
$325K -$365K -19,523 -53%
SA
94
Sanctuary Advisors
Indiana
$317K +$319K +17,053 New
OC
95
Oppenheimer & Co
New York
$300K +$300K +16,010 New
WWA
96
WCG Wealth Advisors
Nevada
$294K +$14K +750 +5%
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$290K +$14.2K +760 +5%
WFA
98
WMG Financial Advisors
Tennessee
$264K +$263K +14,067 New
CA
99
Continuum Advisory
Idaho
$263K – – –
HA
100
Herold Advisors
New York
$250K -$10.2K -544 -4%
2 3
4
5 6

FSIG Hedge Fund Activity: Q2 2024 in Review

146 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q2 2024, worth a combined $767M — down 1% from $775M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FSIG positions and 14 closed out — a net gain of 11 holders — while 55 added to existing stakes and 55 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $14.7M. The largest seller was Stifel Financial, cutting an estimated $22.1M.

  • 146 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q2 2024, up from 139 in Q1 2024.
  • Funds reported $767M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q2 2024, down 1% quarter-over-quarter.
  • 25 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q2 2024 and 14 closed out, a net change of +11 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q2 2024 was First Trust Advisors, an estimated $14.7M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q2 2024 was Stifel Financial, an estimated $22.1M sold.

Based on aggregated 13F filings for Q2 2024.