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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

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$375K
SG
102
StoneX Group
New York
$374K
PTC
103
Private Trust Company
Ohio
$357K
MWA
104
Merkkuri Wealth Advisors
New York
$353K
OIA
105
OneDigital Investment Advisors
Kansas
$339K
IWM
106
IHT Wealth Management
Illinois
$292K
ESB
107
Essex Savings Bank
Connecticut
$285K
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$279K
PWM
109
Perigon Wealth Management
California
$277K
IA
110
IFP Advisors
Florida
$274K
WCFA
111
Walkner Condon Financial Advisors
Wisconsin
$261K
WFA
112
WMG Financial Advisors
Tennessee
$258K
LBC
113
Leigh Baldwin & Co
New York
$253K
CAL
114
Capital Analysts LLC
Pennsylvania
$250K
FA
115
Flagstar Advisors
New York
$242K
AWA
116
Arkadios Wealth Advisors
Georgia
$232K
TSS
117
Two Sigma Securities
New York
$227K
GVCM
118
Global View Capital Management
Wisconsin
$209K
VCM
119
Virtue Capital Management
Tennessee
$209K
PCS
120
Private Client Services
Kentucky
$206K
MSAM
121
Moloney Securities Asset Management
Missouri
$196K
CB
122
Cadence Bank
Mississippi
$194K
GIA
123
Gladstone Institutional Advisory
Florida
$192K
GM
124
GeoWealth Management
Illinois
$178K
BC
125
Barrett & Company
Rhode Island
$133K