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First Trust Limited Duration Investment Grade Corporate ETF

152 hedge funds and large institutions have $883M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
60
Reduced
59
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
101
Merkkuri Wealth Advisors
New York
$345K -$11.4K -598 -3%
TL
102
Tradewinds LLC
North Carolina
$345K +$345K +18,046 New
PTC
103
Private Trust Company
Ohio
$327K -$33.8K -1,767 -9%
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$317K +$35.2K +1,839 +12%
PA
105
PFG Advisors
Arizona
$309K -$94.5K -4,944 -23%
AAP
106
Arax Advisory Partners
Colorado
$301K +$196K +10,261 +187%
US Bancorp
107
US Bancorp
Minnesota
$296K +$296K +15,499 New
ESB
108
Essex Savings Bank
Connecticut
$288K
PWM
109
Perigon Wealth Management
California
$280K
Goldman Sachs
110
Goldman Sachs
New York
$268K -$1.11M -58,096 -81%
LBC
111
Leigh Baldwin & Co
New York
$265K +$9.56K +500 +4%
AWA
112
Arkadios Wealth Advisors
Georgia
$261K +$26.8K +1,400 +11%
WIA
113
World Investment Advisors
California
$259K -$158K -8,273 -38%
WFA
114
WMG Financial Advisors
Tennessee
$250K -$10.9K -572 -4%
FA
115
Flagstar Advisors
New York
$245K +$746 +39 +0.3%
CAL
116
Capital Analysts LLC
Pennsylvania
$241K -$11.6K -609 -5%
PCS
117
Private Client Services
Kentucky
$208K
GIA
118
Gladstone Institutional Advisory
Florida
$206K +$12.2K +636 +6%
SWA
119
Stratos Wealth Advisors
Ohio
$205K +$205K +10,740 New
AWA
120
Acorn Wealth Advisors
Michigan
$200K +$200K +10,480 New
PFA
121
Pinnacle Family Advisors
Missouri
$200K +$200K +10,473 New
MSAM
122
Moloney Securities Asset Management
Missouri
$200K +$2.18K +114 +1%
CB
123
Cadence Bank
Mississippi
$196K
IWM
124
IHT Wealth Management
Illinois
$193K -$101K -5,308 -34%
GRP
125
Global Retirement Partners
California
$191K +$191K +9,972 New