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First Trust Limited Duration Investment Grade Corporate ETF

147 hedge funds and large institutions have $801M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 79 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
79
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
101
Creative Financial Designs
Indiana
$392K -$1.48K -77 -0.4%
PWM
102
Prosperity Wealth Management
California
$357K +$7.49K +390 +2%
P
103
&Partners
Tennessee
$345K +$345K +17,969 New
OIA
104
OneDigital Investment Advisors
Kansas
$343K +$7.85K +409 +2%
AWA
105
Arkadios Wealth Advisors
Georgia
$315K +$84K +4,373 +36%
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$2.25K +117 +0.8%
WWA
107
WCG Wealth Advisors
Nevada
$296K -$5.85K -304 -2%
WFA
108
WMG Financial Advisors
Tennessee
$281K +$10.5K +545 +4%
Jones Financial Companies
109
Jones Financial Companies
Missouri
$268K +$265K +13,756 +8,818%
GPW
110
Gentry Private Wealth
Kansas
$267K -$585K -30,452 -69%
PWM
111
Perigon Wealth Management
California
$261K +$65.6K +3,417 +34%
PVI
112
Pine Valley Investments
New Jersey
$257K +$5.42K +282 +2%
CAL
113
Capital Analysts LLC
Pennsylvania
$243K -$135 -7 -0.1%
FA
114
Flagstar Advisors
New York
$239K +$239K +12,467 New
GIA
115
Gladstone Institutional Advisory
Florida
$239K -$230 -12 -0.1%
AWA
116
Acorn Wealth Advisors
Michigan
$231K +$231K +12,052 New
TA
117
TrueWealth Advisors
Alabama
$215K -$2.5K -130 -1%
KFGK
118
Keystone Financial Group (Kentucky)
Kentucky
$204K +$204K +10,625 New
PFA
119
Pinnacle Family Advisors
Missouri
$200K +$326 +17 +0.2%
CB
120
Cadence Bank
Mississippi
$197K
AWM
121
Apollon Wealth Management
South Carolina
$193K +$193K +10,031 New
CF
122
Centaurus Financial
California
$171K +$231 +12 +0.1%
GRP
123
Global Retirement Partners
California
$155K +$13.7K +714 +10%
CFGS
124
Concourse Financial Group Securities
Alabama
$146K -$31.6K -1,642 -18%
BC
125
Barrett & Company
Rhode Island
$134K