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First Trust Limited Duration Investment Grade Corporate ETF

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 13 closing their positions.

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.12%
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
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KWM
76
Kingsview Wealth Management
Oregon
$595K 31,739 +9,098 +40%
CAS
77
Coppell Advisory Solutions
Texas
$563K 30,027 +30,027 New
PTC
78
Private Trust Company
Ohio
$550K 29,345 +2,500 +9%
EH
79
Equitable Holdings
New York
$547K 29,173 +967 +3%
WS
80
Wedbush Securities
California
$512K 27,316 +2,273 +9%
SPIA
81
Steward Partners Investment Advisory
New York
$505K 26,933 +273 +1%
SCA
82
Snowden Capital Advisors
New York
$497K 26,547 -8,703 -25%
JWCA
83
J.W. Cole Advisors
Florida
$495K 26,423 +15,718 +147%
GWP
84
Gateway Wealth Partners
Wisconsin
$481K 25,650 +5,487 +27%
TA
85
TFB Advisors
Kansas
$415K 22,136 +1,400 +7%
CWP
86
Core Wealth Partners
California
$414K 22,080 -4,633 -17%
GM
87
GeoWealth Management
Illinois
$413K 22,041 +2,067 +10%
MWA
88
Merkkuri Wealth Advisors
New York
$388K 20,711 +20,711 New
CFD
89
Creative Financial Designs
Indiana
$384K 20,481 -3,220 -14%
SWP
90
Stratos Wealth Partners
Ohio
$370K 19,734 -5,565 -22%
PWM
91
Prosperity Wealth Management
California
$341K 18,220 +845 +5%
OIA
92
OneDigital Investment Advisors
Kansas
$327K 17,462 +14 +0.1%
PWA
93
PCG Wealth Advisors
Kansas
$325K 17,328 -19,523 -53%
SA
94
Sanctuary Advisors
Indiana
$317K 17,053 +17,053 New
OC
95
Oppenheimer & Co
New York
$300K 16,010 +16,010 New
WWA
96
WCG Wealth Advisors
Nevada
$294K 15,696 +750 +5%
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$290K 15,466 +760 +5%
WFA
98
WMG Financial Advisors
Tennessee
$264K 14,067 +14,067 New
CA
99
Continuum Advisory
Idaho
$263K 14,051
HA
100
Herold Advisors
New York
$250K 13,327 -544 -4%