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First Trust Limited Duration Investment Grade Corporate ETF

158 hedge funds and large institutions have $871M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+11
Holders Change %
+7.48%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
75
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
101
Snowden Capital Advisors
New York
$454K -$36K -1,908 -7%
PTC
102
Private Trust Company
Ohio
$440K -$156K -8,286 -26%
CFD
103
Creative Financial Designs
Indiana
$426K +$41.4K +2,194 +11%
WIA
104
World Investment Advisors
California
$421K +$421K +22,314 New
MWA
105
Merkkuri Wealth Advisors
New York
$348K -$48.7K -2,581 -12%
SG
106
StoneX Group
New York
$348K +$348K +18,431 New
OIA
107
OneDigital Investment Advisors
Kansas
$337K -$547 -29 -0.2%
IWM
108
IHT Wealth Management
Illinois
$290K +$290K +15,392 New
ESB
109
Essex Savings Bank
Connecticut
$284K +$284K +15,079 New
FTUS
110
Flow Traders U.S.
New York
$277K +$277K +14,672 New
DADC
111
D.A. Davidson & Co
Montana
$275K +$275K +14,567 New
LBC
112
Leigh Baldwin & Co
New York
$272K +$272K +14,425 New
WCFA
113
Walkner Condon Financial Advisors
Wisconsin
$272K -$135K -7,131 -33%
WFA
114
WMG Financial Advisors
Tennessee
$265K -$10.9K -575 -4%
PVI
115
Pine Valley Investments
New Jersey
$259K +$5.64K +299 +2%
GVCM
116
Global View Capital Management
Wisconsin
$254K +$254K +13,455 New
AWA
117
Arkadios Wealth Advisors
Georgia
$245K -$64.6K -3,421 -21%
AWA
118
Acorn Wealth Advisors
Michigan
$244K +$16.9K +895 +7%
CAL
119
Capital Analysts LLC
Pennsylvania
$244K +$5.42K +287 +2%
PWM
120
Prosperity Wealth Management
California
$242K -$110K -5,810 -31%
FA
121
Flagstar Advisors
New York
$238K +$2.72K +144 +1%
GIA
122
Gladstone Institutional Advisory
Florida
$236K +$1.15K +61 +0.5%
TA
123
TrueWealth Advisors
Alabama
$197K -$13.4K -710 -6%
Bank of America
124
Bank of America
North Carolina
$197K +$197K +10,432 New
PFA
125
Pinnacle Family Advisors
Missouri
$195K -$2.38K -126 -1%