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First Trust Limited Duration Investment Grade Corporate ETF

153 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 16 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

2% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 59

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
153
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

Top Sellers

1 -$6.56M
2 -$5.94M
3 -$3.14M
4
Stifel Financial
Stifel Financial
Missouri
-$2.97M
5
Jane Street
Jane Street
New York
-$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
101
Merkkuri Wealth Advisors
New York
$345K
TL
102
Tradewinds LLC
North Carolina
$345K
PTC
103
Private Trust Company
Ohio
$327K
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$317K
PA
105
PFG Advisors
Arizona
$309K
AAP
106
Arax Advisory Partners
Colorado
$301K
US Bancorp
107
US Bancorp
Minnesota
$296K
ESB
108
Essex Savings Bank
Connecticut
$288K
PWM
109
Perigon Wealth Management
California
$280K
Goldman Sachs
110
Goldman Sachs
New York
$268K
LBC
111
Leigh Baldwin & Co
New York
$265K
AWA
112
Arkadios Wealth Advisors
Georgia
$261K
WIA
113
World Investment Advisors
California
$259K
WFA
114
WMG Financial Advisors
Tennessee
$250K
FA
115
Flagstar Advisors
New York
$245K
CAL
116
Capital Analysts LLC
Pennsylvania
$241K
MPIA
117
Milestones Private Investment Advisors
New York
$217K
PCS
118
Private Client Services
Kentucky
$208K
GIA
119
Gladstone Institutional Advisory
Florida
$206K
SWA
120
Stratos Wealth Advisors
Ohio
$205K
AWA
121
Acorn Wealth Advisors
Michigan
$200K
PFA
122
Pinnacle Family Advisors
Missouri
$200K
MSAM
123
Moloney Securities Asset Management
Missouri
$200K
CB
124
Cadence Bank
Mississippi
$196K
IWM
125
IHT Wealth Management
Illinois
$193K