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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

157 hedge funds and large institutions have $886M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

4% more funds holding

Funds holding: 151 → 157 (+6)

2.93% more ownership

Funds ownership: 65.31% → 68.24% (+2.9%)

3% more capital invested

Capital invested by funds: $858M → $886M (+$27.7M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
157
Holders Change
+6
Holders Change %
+3.97%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
65
Reduced
58
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$9.34M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$8.84M
3
Morgan Stanley
Morgan Stanley
New York
+$8.01M
4
First Trust Advisors
First Trust Advisors
Illinois
+$5.25M
5
Truist Financial
Truist Financial
North Carolina
+$5.16M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$6.52M
2
NW
Naviter Wealth
Arkansas
-$5.94M
3
AWS
Atria Wealth Solutions
New York
-$3.14M
4
Stifel Financial
Stifel Financial
Missouri
-$2.95M
5
Jane Street
Jane Street
New York
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
101
Creative Financial Designs
Indiana
$379K -$53.3K -2,808 -12%
MWA
102
Merkkuri Wealth Advisors
New York
$345K -$11.4K -598 -3%
TL
103
Tradewinds LLC
North Carolina
$345K +$343K +18,046 New
PTC
104
Private Trust Company
Ohio
$327K -$33.5K -1,767 -9%
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$317K +$34.9K +1,839 +12%
PA
106
PFG Advisors
Arizona
$309K -$93.9K -4,944 -23%
AAP
107
Arax Advisory Partners
Colorado
$301K +$195K +10,261 +187%
US Bancorp
108
US Bancorp
Minnesota
$296K +$294K +15,499 New
ESB
109
Essex Savings Bank
Connecticut
$288K – – –
PWM
110
Perigon Wealth Management
California
$280K – – –
PVI
111
Pine Valley Investments
New Jersey
$277K +$1.92K +101 +0.7%
Goldman Sachs
112
Goldman Sachs
New York
$268K -$1.1M -58,096 -81%
LBC
113
Leigh Baldwin & Co
New York
$265K +$9.49K +500 +4%
AWA
114
Arkadios Wealth Advisors
Georgia
$261K +$26.6K +1,400 +11%
WIA
115
World Investment Advisors
California
$259K -$157K -8,273 -38%
WFA
116
WMG Financial Advisors
Tennessee
$250K -$10.9K -572 -4%
FA
117
Flagstar Advisors
New York
$245K +$740 +39 +0.3%
CAL
118
Capital Analysts LLC
Pennsylvania
$241K -$11.6K -609 -5%
MPIA
119
Milestones Private Investment Advisors
New York
$217K +$215K +11,346 New
PCS
120
Private Client Services
Kentucky
$208K – – –
GIA
121
Gladstone Institutional Advisory
Florida
$206K +$12.1K +636 +6%
SWA
122
Stratos Wealth Advisors
Ohio
$205K +$204K +10,740 New
AWA
123
Acorn Wealth Advisors
Michigan
$200K +$199K +10,480 New
PFA
124
Pinnacle Family Advisors
Missouri
$200K +$199K +10,473 New
MSAM
125
Moloney Securities Asset Management
Missouri
$200K +$2.16K +114 +1%
3 4
5
6 7

FSIG Hedge Fund Activity: Q2 2025 in Review

157 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q2 2025, worth a combined $886M — up 3.2% from $858M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FSIG positions and 9 closed out — a net gain of 7 holders — while 65 added to existing stakes and 58 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.34M. The largest seller was Old Mission Capital, cutting an estimated $6.52M.

  • 157 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q2 2025, up from 151 in Q1 2025.
  • Funds reported $886M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 16 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q2 2025 and 9 closed out, a net change of +7 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q2 2025 was LPL Financial, an estimated $9.34M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q2 2025 was Old Mission Capital, an estimated $6.52M sold.

Based on aggregated 13F filings for Q2 2025.