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First Trust Limited Duration Investment Grade Corporate ETF

149 hedge funds and large institutions have $908M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 71 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 52

2% more capital invested

Capital invested by funds: $886M → $908M (+$22.1M)

0.78% less ownership

Funds ownership: 68.24%67.46% (-0.78%)

5% less funds holding

Funds holding: 157149 (-8)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
149
Holders Change
-8
Holders Change %
-5.1%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
71
Reduced
52
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
76
Guardian Wealth Advisors (North Carolina)
North Carolina
$788K -$76.7K -4,000 -9%
MW
77
Maia Wealth
Colorado
$709K -$5.77K -301 -0.8%
BFG
78
Beacon Financial Group
Texas
$676K -$327K -17,079 -33%
WCM
79
Winebrenner Capital Management
Kentucky
$672K +$109K +5,666 +19%
DWM
80
Darwin Wealth Management
Florida
$664K -$17K -888 -3%
AWM
81
AE Wealth Management
Kansas
$658K -$29.1K -1,520 -4%
SA
82
Sanctuary Advisors
Indiana
$531K +$54.2K +2,826 +11%
CAS
83
Coppell Advisory Solutions
Texas
$520K -$68.1K -3,554 -12%
Comerica Bank
84
Comerica Bank
Texas
$518K +$575 +30 +0.1%
LSIA
85
LaSalle St. Investment Advisors
Illinois
$502K +$575 +30 +0.1%
TPWA
86
Twin Peaks Wealth Advisors
California
$500K +$34.2K +1,786 +7%
TFGT
87
TS Financial Group (TSFG)
Illinois
$482K +$481K +25,094 New
SWM
88
Spire Wealth Management
Virginia
$469K -$29.8K -1,557 -6%
GWP
89
Gateway Wealth Partners
Wisconsin
$448K -$29.2K -1,526 -6%
US Bancorp
90
US Bancorp
Minnesota
$442K +$144K +7,526 +49%
SWP
91
Stratos Wealth Partners
Ohio
$422K +$31.9K +1,664 +8%
AG
92
Ascent Group
Virginia
$410K +$409K +21,341 New
SG
93
StoneX Group
New York
$402K +$2.2K +115 +0.6%
OIA
94
OneDigital Investment Advisors
Kansas
$363K -$23.8K -1,240 -6%
GSWM
95
Golden State Wealth Management
California
$357K -$77K -4,017 -18%
PTC
96
Private Trust Company
Ohio
$328K
PVI
97
Pine Valley Investments
New Jersey
$302K +$23.2K +1,208 +8%
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$297K -$21.3K -1,111 -7%
ESB
99
Essex Savings Bank
Connecticut
$290K
AWA
100
Arkadios Wealth Advisors
Georgia
$286K +$23.8K +1,244 +9%

FSIG Hedge Fund Activity: Q3 2025 in Review

149 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q3 2025, worth a combined $908M — up 2.5% from $886M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FSIG and 11 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 71 added.

The largest buyer was Morgan Stanley, adding an estimated $8.93M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $8.26M.

  • 149 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q3 2025, down from 157 in Q2 2025.
  • Funds reported $908M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q3 2025, up 2.5% quarter-over-quarter.
  • 11 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q3 2025 and 18 closed out, a net change of -7 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q3 2025 was Morgan Stanley, an estimated $8.93M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $8.26M sold.

Based on aggregated 13F filings for Q3 2025.