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First Trust Limited Duration Investment Grade Corporate ETF

148 hedge funds and large institutions have $857M 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, 55 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-10
Holders Change %
-6.33%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
55
Reduced
64
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$375K -$103K -5,444 -22%
SG
102
StoneX Group
New York
$374K +$24.5K +1,295 +7%
PTC
103
Private Trust Company
Ohio
$357K -$84.9K -4,483 -19%
MWA
104
Merkkuri Wealth Advisors
New York
$353K +$3.73K +197 +1%
OIA
105
OneDigital Investment Advisors
Kansas
$339K +$985 +52 +0.3%
IWM
106
IHT Wealth Management
Illinois
$292K
ESB
107
Essex Savings Bank
Connecticut
$285K
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$279K +$279K +14,717 New
PWM
109
Perigon Wealth Management
California
$277K -$202K -10,654 -42%
IA
110
IFP Advisors
Florida
$274K -$866K -45,741 -76%
WCFA
111
Walkner Condon Financial Advisors
Wisconsin
$261K -$11.9K -628 -4%
WFA
112
WMG Financial Advisors
Tennessee
$258K -$7.6K -401 -3%
LBC
113
Leigh Baldwin & Co
New York
$253K -$20.4K -1,075 -7%
CAL
114
Capital Analysts LLC
Pennsylvania
$250K +$5.47K +289 +2%
FA
115
Flagstar Advisors
New York
$242K +$2.75K +145 +1%
AWA
116
Arkadios Wealth Advisors
Georgia
$232K -$13.2K -698 -5%
TSS
117
Two Sigma Securities
New York
$227K +$227K +11,995 New
GVCM
118
Global View Capital Management
Wisconsin
$209K -$45.4K -2,398 -18%
VCM
119
Virtue Capital Management
Tennessee
$209K +$209K +11,023 New
PCS
120
Private Client Services
Kentucky
$206K +$206K +10,867 New
MSAM
121
Moloney Securities Asset Management
Missouri
$196K +$196K +10,336 New
CB
122
Cadence Bank
Mississippi
$194K
GIA
123
Gladstone Institutional Advisory
Florida
$192K -$45.4K -2,398 -19%
GM
124
GeoWealth Management
Illinois
$178K +$417 +22 +0.2%
BC
125
Barrett & Company
Rhode Island
$133K