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First Trust Limited Duration Investment Grade Corporate ETF

146 hedge funds and large institutions have $767M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
55
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BRWA
101
B. Riley Wealth Advisors
Florida
$247K 13,200 -17,965 -58%
PVI
102
Pine Valley Investments
New Jersey
$246K 13,122 +1,825 +16%
VCM
103
Virtue Capital Management
Tennessee
$241K 12,808 -12,619 -50%
WCFA
104
Walkner Condon Financial Advisors
Wisconsin
$237K 12,649 -670 -5%
CAL
105
Capital Analysts LLC
Pennsylvania
$237K 12,642 +12,642 New
GIA
106
Gladstone Institutional Advisory
Florida
$234K 12,473 -1,134 -8%
CCFM
107
Clear Creek Financial Management
Washington
$232K 12,377 -13,492 -52%
BAM
108
Belpointe Asset Management
Nevada
$228K 12,192 +12,192 New
AWA
109
Arkadios Wealth Advisors
Georgia
$225K 12,014 +12,014 New
SFS
110
Security Financial Services
Indiana
$217K 11,594 -20,284 -64%
TA
111
TrueWealth Advisors
Alabama
$212K 11,304 -981 -8%
OFS
112
OneAscent Financial Services
Alabama
$208K 11,110 +11,110 New
HI
113
Harbour Investments
Wisconsin
$200K 10,663 -22,900 -68%
PFA
114
Pinnacle Family Advisors
Missouri
$195K 10,424 +10,424 New
CB
115
Cadence Bank
Mississippi
$192K 10,269 +10,269 New
PWM
116
Perigon Wealth Management
California
$191K 10,195 +10,195 New
CFGS
117
Concourse Financial Group Securities
Alabama
$173K 9,199 -553 -6%
CF
118
Centaurus Financial
California
$167K 8,885 -352 -4%
IGWM
119
ICA Group Wealth Management
Colorado
$154K 8,242 -24,149 -75%
GRP
120
Global Retirement Partners
California
$138K 7,353 -672 -8%
BC
121
Barrett & Company
Rhode Island
$131K 7,000 +2,500 +56%
ATPW
122
Ashton Thomas Private Wealth
Arizona
$129K 6,897 +6,897 New
NS
123
NBC Securities
Alabama
$69K 3,718 -238 -6%
CA
124
CoreCap Advisors
Michigan
$62.8K 3,351 -37,943 -92%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$61K 3,241 -164 -5%