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First Trust Limited Duration Investment Grade Corporate ETF

122 hedge funds and large institutions have $850M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+13
Holders Change %
+11.93%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
57
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$209K +$209K +11,041 New
WEG
102
World Equity Group
Illinois
$194K -$128K -6,774 -40%
GRP
103
Global Retirement Partners
California
$185K +$97K +5,114 +110%
CFGS
104
Concourse Financial Group Securities
Alabama
$164K +$27.2K +1,436 +20%
RCM
105
Raleigh Capital Management
North Carolina
$120K -$22.5K -1,188 -16%
ASN
106
Advisory Services Network
Georgia
$101K +$101K +5,340 New
BC
107
Barrett & Company
Rhode Island
$85.3K
NS
108
NBC Securities
Alabama
$74K +$23.6K +1,257 +47%
WWM
109
Wagner Wealth Management
South Carolina
$68.2K -$20.2K -1,067 -23%
TAM
110
Tucker Asset Management
Colorado
$40.4K +$1.06K +56 +3%
RWPA
111
Richard W. Paul & Associates
Michigan
$28.2K +$171 +9 +0.6%
AA
112
AlphaMark Advisors
Kentucky
$21K
GWM
113
Geneos Wealth Management
Colorado
$20.6K +$3.72K +196 +22%
CIAS
114
Capital Investment Advisory Services
North Carolina
$18K +$18K +950 New
Bank of America
115
Bank of America
North Carolina
$17K +$17K +894 New
PS
116
Principal Securities
Iowa
$15.9K +$15.9K +836 New
LFG
117
Larson Financial Group
Missouri
$15.2K
SS
118
Sunbelt Securities
Texas
$11.4K
AWM
119
Avior Wealth Management
Nebraska
$7.28K -$65K -3,426 -90%
PCM
120
Penserra Capital Management
California
$7K +$7K +392 New
BEI
121
Benjamin Edwards Inc
Missouri
$4K +$60 +3 +2%
CAM
122
Creekmur Asset Management
Illinois
$1.61K +$1.61K +85 New
SMF
123
Sterling Manor Financial
New York
-$3.46M -187,938 Closed
OWM
124
OneAscent Wealth Management
Alabama
-$1.91M -103,878 Closed
Jane Street
125
Jane Street
New York
-$1.88M -101,989 Closed