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First Trust Limited Duration Investment Grade Corporate ETF

151 hedge funds and large institutions have $858M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $871M → $858M (-$12.9M)

4.09% less ownership

Funds ownership: 69.4%65.31% (-4.1%)

4% less funds holding

Funds holding: 158151 (-7)

12% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 65

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
151
Holders Change
-7
Holders Change %
-4.43%
% 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
14
Increased
57
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Prospera Financial Services
Texas
$840K -$1.34M -70,619 -61%
SWM
77
Spire Wealth Management
Virginia
$826K +$33K +1,744 +4%
AWM
78
AE Wealth Management
Kansas
$817K -$1.03M -54,290 -56%
JWCA
79
J.W. Cole Advisors
Florida
$815K +$4.11K +217 +0.5%
AI
80
Atria Investments
North Carolina
$790K -$253K -13,370 -24%
MW
81
Maia Wealth
Colorado
$788K -$29.1K -1,537 -4%
SPIA
82
Steward Partners Investment Advisory
New York
$777K +$96.1K +5,082 +14%
HI
83
Harbour Investments
Wisconsin
$762K +$156K +8,235 +26%
DWM
84
Darwin Wealth Management
Florida
$749K
ATPW
85
Ashton Thomas Private Wealth
Arizona
$737K +$94.8K +5,011 +15%
RA
86
RFG Advisory
Alabama
$696K -$175K -9,257 -20%
CA
87
Continuum Advisory
Idaho
$641K
TA
88
TFB Advisors
Kansas
$586K +$7.91K +418 +1%
GWP
89
Gateway Wealth Partners
Wisconsin
$560K -$1.61K -85 -0.3%
WCM
90
Winebrenner Capital Management
Kentucky
$555K -$24.9K -1,318 -4%
TWM
91
TCFG Wealth Management
California
$537K +$23.8K +1,257 +5%
LSIA
92
LaSalle St. Investment Advisors
Illinois
$485K -$586 -31 -0.1%
CAS
93
Coppell Advisory Solutions
Texas
$473K -$628K -33,211 -57%
SA
94
Sanctuary Advisors
Indiana
$464K -$25.6K -1,353 -5%
TPWA
95
Twin Peaks Wealth Advisors
California
$463K +$7.62K +403 +2%
Comerica Bank
96
Comerica Bank
Texas
$448K -$77.8K -4,114 -15%
SCA
97
Snowden Capital Advisors
New York
$440K -$16.3K -862 -4%
CFD
98
Creative Financial Designs
Indiana
$429K +$586 +31 +0.1%
WIA
99
World Investment Advisors
California
$413K -$9.8K -518 -2%
PA
100
PFG Advisors
Arizona
$400K -$108K -5,704 -21%

FSIG Hedge Fund Activity: Q1 2025 in Review

151 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q1 2025, worth a combined $858M — down 1.5% from $871M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FSIG and 14 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 57 added.

The largest buyer was Ameriprise, adding an estimated $20.7M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.

  • 151 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q1 2025, down from 158 in Q4 2024.
  • Funds reported $858M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q1 2025, down 1.5% quarter-over-quarter.
  • 14 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q1 2025 and 18 closed out, a net change of -4 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q1 2025 was Ameriprise, an estimated $20.7M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q1 2025 was Morgan Stanley, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2025.