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First Trust Limited Duration Investment Grade Corporate ETF

158 hedge funds and large institutions have $871M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+11
Holders Change %
+7.48%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
75
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWP
76
Daymark Wealth Partners
Ohio
$861K +$392K +20,781 +84%
ACA
77
Aptus Capital Advisors
Alabama
$849K -$184K -9,750 -18%
GWANC
78
Guardian Wealth Advisors (North Carolina)
North Carolina
$849K -$184K -9,750 -18%
KWM
79
Kingsview Wealth Management
Oregon
$832K +$176K +9,307 +27%
MW
80
Maia Wealth
Colorado
$817K +$31.9K +1,692 +4%
JWCA
81
J.W. Cole Advisors
Florida
$808K +$177K +9,369 +28%
SWM
82
Spire Wealth Management
Virginia
$790K +$20.5K +1,089 +3%
EH
83
Equitable Holdings
New York
$765K +$26K +1,378 +4%
DWM
84
Darwin Wealth Management
Florida
$749K -$96K -5,090 -11%
SPIA
85
Steward Partners Investment Advisory
New York
$679K +$79.2K +4,198 +13%
ATPW
86
Ashton Thomas Private Wealth
Arizona
$639K +$50.3K +2,663 +9%
CA
87
Continuum Advisory
Idaho
$639K +$1.23K +65 +0.2%
HI
88
Harbour Investments
Wisconsin
$604K +$59.2K +3,137 +11%
CWA
89
Clarus Wealth Advisors
Arizona
$590K -$5.57K -297 -0.9%
WCM
90
Winebrenner Capital Management
Kentucky
$578K +$578K +30,645 New
TA
91
TFB Advisors
Kansas
$576K +$82.3K +4,360 +17%
GWP
92
Gateway Wealth Partners
Wisconsin
$559K -$12.7K -671 -2%
Comerica Bank
93
Comerica Bank
Texas
$524K -$124K -6,581 -19%
TWM
94
TCFG Wealth Management
California
$512K +$9.27K +491 +2%
PA
95
PFG Advisors
Arizona
$506K +$506K +26,797 New
SA
96
Sanctuary Advisors
Indiana
$488K +$13.7K +724 +3%
LSIA
97
LaSalle St. Investment Advisors
Illinois
$483K +$483K +25,643 New
PWM
98
Perigon Wealth Management
California
$477K +$220K +11,665 +86%
SWP
99
Stratos Wealth Partners
Ohio
$476K +$43.6K +2,310 +10%
TPWA
100
Twin Peaks Wealth Advisors
California
$455K +$64.1K +3,395 +16%