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First Trust Limited Duration Investment Grade Corporate ETF

151 hedge funds and large institutions have $858M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $871M → $858M (-$12.9M)

4.09% less ownership

Funds ownership: 69.4%65.31% (-4.1%)

4% less funds holding

Funds holding: 158151 (-7)

12% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 65

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
151
Holders Change
-7
Holders Change %
-4.43%
% 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
14
Increased
57
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
101
Core Wealth Partners
California
$384K -$555K -29,333 -59%
SWP
102
Stratos Wealth Partners
Ohio
$375K -$103K -5,444 -22%
SG
103
StoneX Group
New York
$374K +$24.5K +1,295 +7%
PTC
104
Private Trust Company
Ohio
$357K -$84.8K -4,483 -19%
MWA
105
Merkkuri Wealth Advisors
New York
$353K +$3.73K +197 +1%
OIA
106
OneDigital Investment Advisors
Kansas
$339K +$984 +52 +0.3%
IWM
107
IHT Wealth Management
Illinois
$292K
ESB
108
Essex Savings Bank
Connecticut
$285K
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$279K +$278K +14,717 New
PWM
110
Perigon Wealth Management
California
$277K -$202K -10,654 -42%
IA
111
IFP Advisors
Florida
$274K -$865K -45,741 -76%
PVI
112
Pine Valley Investments
New Jersey
$273K +$13.1K +693 +5%
WCFA
113
Walkner Condon Financial Advisors
Wisconsin
$261K -$11.9K -628 -4%
WFA
114
WMG Financial Advisors
Tennessee
$258K -$7.59K -401 -3%
LBC
115
Leigh Baldwin & Co
New York
$253K -$20.3K -1,075 -7%
CAL
116
Capital Analysts LLC
Pennsylvania
$250K +$5.47K +289 +2%
FA
117
Flagstar Advisors
New York
$242K +$2.74K +145 +1%
AWA
118
Arkadios Wealth Advisors
Georgia
$232K -$13.2K -698 -5%
TSS
119
Two Sigma Securities
New York
$227K +$227K +11,995 New
GVCM
120
Global View Capital Management
Wisconsin
$209K -$45.4K -2,398 -18%
VCM
121
Virtue Capital Management
Tennessee
$209K +$209K +11,023 New
PCS
122
Private Client Services
Kentucky
$206K +$206K +10,867 New
MSAM
123
Moloney Securities Asset Management
Missouri
$196K +$196K +10,336 New
CB
124
Cadence Bank
Mississippi
$194K
GIA
125
Gladstone Institutional Advisory
Florida
$192K -$45.4K -2,398 -19%

FSIG Hedge Fund Activity: Q1 2025 in Review

151 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q1 2025, worth a combined $858M — down 1.5% from $871M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FSIG and 14 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 57 added.

The largest buyer was Ameriprise, adding an estimated $20.7M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.

  • 151 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q1 2025, down from 158 in Q4 2024.
  • Funds reported $858M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q1 2025, down 1.5% quarter-over-quarter.
  • 14 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q1 2025 and 18 closed out, a net change of -4 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q1 2025 was Ameriprise, an estimated $20.7M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q1 2025 was Morgan Stanley, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2025.