FSIG icon

First Trust Limited Duration Investment Grade Corporate ETF

139 hedge funds and large institutions have $775M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+17
Holders Change %
+13.93%
% 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
28
Increased
65
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
101
Prospera Financial Services
Texas
$321K +$6.42K +342 +2%
WWA
102
WCG Wealth Advisors
Nevada
$281K +$281K +14,946 New
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$276K +$68.8K +3,665 +33%
CA
104
Continuum Advisory
Idaho
$263K
HA
105
Herold Advisors
New York
$260K +$46.2K +2,458 +22%
GIA
106
Gladstone Institutional Advisory
Florida
$255K -$52K -2,772 -17%
WCFA
107
Walkner Condon Financial Advisors
Wisconsin
$250K -$272K -14,467 -52%
TA
108
TrueWealth Advisors
Alabama
$231K +$12.3K +655 +6%
FHA
109
Flagship Harbor Advisors
Massachusetts
$215K -$22.5K -1,196 -9%
PVI
110
Pine Valley Investments
New Jersey
$212K +$212K +11,297 New
SW
111
Simplicity Wealth
New Jersey
$206K +$206K +10,954 New
JWCA
112
J.W. Cole Advisors
Florida
$201K +$201K +10,705 New
KFGK
113
Keystone Financial Group (Kentucky)
Kentucky
$199K +$199K +10,625 New
CFGS
114
Concourse Financial Group Securities
Alabama
$183K +$21.2K +1,128 +13%
CF
115
Centaurus Financial
California
$173K +$173K +9,237 New
GRP
116
Global Retirement Partners
California
$151K -$32.8K -1,750 -18%
BC
117
Barrett & Company
Rhode Island
$84.5K
NS
118
NBC Securities
Alabama
$74K +$224 +12 +0.3%
JPMorgan Chase & Co
119
JPMorgan Chase & Co
New York
$65.8K +$65.8K +3,507 New
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$64K +$64K +3,405 New
RCM
121
Raleigh Capital Management
North Carolina
$61.1K -$57.9K -3,087 -49%
TAM
122
Tucker Asset Management
Colorado
$52.4K +$12.4K +660 +31%
CIAS
123
Capital Investment Advisory Services
North Carolina
$48.3K +$30.5K +1,625 +171%
GWM
124
Geneos Wealth Management
Colorado
$31.6K +$11.2K +596 +55%
PB
125
Pinnacle Bancorp
Nebraska
$30.7K +$30.7K +1,637 New