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First Trust Limited Duration Investment Grade Corporate ETF

148 hedge funds and large institutions have $857M 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, 55 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-10
Holders Change %
-6.33%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
55
Reduced
64
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
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 -$29K -1,537 -4%
SPIA
82
Steward Partners Investment Advisory
New York
$777K +$96.3K +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 +$94.9K +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 +$7.92K +418 +1%
GWP
89
Gateway Wealth Partners
Wisconsin
$560K -$1.61K -85 -0.3%
WCM
90
Winebrenner Capital Management
Kentucky
$555K -$25K -1,318 -4%
TWM
91
TCFG Wealth Management
California
$537K +$23.8K +1,257 +5%
LSIA
92
LaSalle St. Investment Advisors
Illinois
$485K -$587 -31 -0.1%
CAS
93
Coppell Advisory Solutions
Texas
$473K -$631K -33,211 -57%
TPWA
94
Twin Peaks Wealth Advisors
California
$463K +$7.61K +403 +2%
Comerica Bank
95
Comerica Bank
Texas
$448K -$77.9K -4,114 -15%
SCA
96
Snowden Capital Advisors
New York
$440K -$16.3K -862 -4%
CFD
97
Creative Financial Designs
Indiana
$429K +$587 +31 +0.1%
WIA
98
World Investment Advisors
California
$413K -$9.81K -518 -2%
PA
99
PFG Advisors
Arizona
$400K -$108K -5,704 -21%
CWP
100
Core Wealth Partners
California
$384K -$556K -29,333 -59%