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First Trust Limited Duration Investment Grade Corporate ETF

160 hedge funds and large institutions have $933M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 53

7% more funds holding

Funds holding: 149160 (+11)

3% more capital invested

Capital invested by funds: $908M → $933M (+$25M)

2.56% less ownership

Funds ownership: 67.46%64.89% (-2.6%)

Holders
160
Holders Change
+11
Holders Change %
+7.38%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
68
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
76
Flow Traders U.S.
New York
$800K +$801K +41,675 New
ACA
77
Aptus Capital Advisors
Alabama
$787K
GWANC
78
Guardian Wealth Advisors (North Carolina)
North Carolina
$787K
PSFG
79
Park Square Financial Group
Georgia
$762K -$275K -14,334 -26%
WCM
80
Winebrenner Capital Management
Kentucky
$719K +$48K +2,500 +7%
RA
81
RiverTree Advisors
Florida
$694K +$695K +36,169 New
Jane Street
82
Jane Street
New York
$690K -$142K -7,383 -17%
DWM
83
Darwin Wealth Management
Florida
$688K +$24.6K +1,279 +4%
BFG
84
Beacon Financial Group
Texas
$676K
AWM
85
Axxcess Wealth Management
California
$665K +$666K +34,644 New
HF
86
HRT Financial
New York
$657K +$658K +34,244 New
AWM
87
AE Wealth Management
Kansas
$586K -$71.9K -3,744 -11%
MW
88
Maia Wealth
Colorado
$583K -$125K -6,530 -18%
LSIA
89
LaSalle St. Investment Advisors
Illinois
$505K +$2.82K +147 +0.6%
TFGT
90
TS Financial Group (TSFG)
Illinois
$488K +$6.46K +336 +1%
AG
91
Ascent Group
Virginia
$488K +$78.2K +4,069 +19%
SA
92
Sanctuary Advisors
Indiana
$483K -$46.6K -2,426 -9%
TPWA
93
Twin Peaks Wealth Advisors
California
$483K -$16.6K -863 -3%
SWM
94
Spire Wealth Management
Virginia
$466K -$2.79K -145 -0.6%
CAS
95
Coppell Advisory Solutions
Texas
$465K -$54.6K -2,843 -11%
Comerica Bank
96
Comerica Bank
Texas
$465K -$52.4K -2,725 -10%
GWP
97
Gateway Wealth Partners
Wisconsin
$436K -$11.7K -610 -3%
US Bancorp
98
US Bancorp
Minnesota
$419K -$22.6K -1,177 -5%
SWP
99
Stratos Wealth Partners
Ohio
$409K -$12.2K -633 -3%
SG
100
StoneX Group
New York
$404K +$2.69K +140 +0.7%