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First Trust Limited Duration Investment Grade Corporate ETF

149 hedge funds and large institutions have $908M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 71 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 52

2% more capital invested

Capital invested by funds: $886M → $908M (+$22.1M)

0.78% less ownership

Funds ownership: 68.24%67.46% (-0.78%)

5% less funds holding

Funds holding: 157149 (-8)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
149
Holders Change
-8
Holders Change %
-5.1%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
71
Reduced
52
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$280K -$690 -36 -0.2%
AWA
102
Acorn Wealth Advisors
Michigan
$278K +$76.6K +3,995 +38%
TA
103
TFB Advisors
Kansas
$275K -$327K -17,064 -54%
LBC
104
Leigh Baldwin & Co
New York
$268K +$1.88K +98 +0.7%
SCA
105
Snowden Capital Advisors
New York
$264K -$182K -9,475 -41%
FA
106
Flagstar Advisors
New York
$249K +$2.8K +146 +1%
CAL
107
Capital Analysts LLC
Pennsylvania
$244K +$2.03K +106 +0.8%
GIA
108
Gladstone Institutional Advisory
Florida
$240K +$33K +1,724 +16%
SWA
109
Stratos Wealth Advisors
Ohio
$218K +$11.8K +614 +6%
MPIA
110
Milestones Private Investment Advisors
New York
$218K
PA
111
PFG Advisors
Arizona
$214K -$95.6K -4,989 -31%
PCS
112
Private Client Services
Kentucky
$208K -$1.05K -55 -0.5%
PFA
113
Pinnacle Family Advisors
Missouri
$207K +$6.21K +324 +3%
WFA
114
WMG Financial Advisors
Tennessee
$204K -$46.7K -2,436 -19%
MSAM
115
Moloney Securities Asset Management
Missouri
$203K +$2.19K +114 +1%
RF
116
Rossby Financial
Florida
$202K +$131K +6,833 +187%
GRP
117
Global Retirement Partners
California
$193K +$1.78K +93 +0.9%
BWP
118
Balboa Wealth Partners
Arizona
$193K +$193K +10,053 New
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$156K +$155K +8,104 New
AAS
120
Ameritas Advisory Services
Nebraska
$143K -$2.57K -134 -2%
ASN
121
Advisory Services Network
Georgia
$143K +$143K +7,435 New
BC
122
Barrett & Company
Rhode Island
$134K
CF
123
Centaurus Financial
California
$115K -$2.38K -124 -2%
TAM
124
Tucker Asset Management
Colorado
$94.8K -$16.4K -856 -15%
IA
125
IFP Advisors
Florida
$66K -$10.3K -537 -14%

FSIG Hedge Fund Activity: Q3 2025 in Review

149 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q3 2025, worth a combined $908M — up 2.5% from $886M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FSIG and 11 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 71 added.

The largest buyer was Morgan Stanley, adding an estimated $8.93M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $8.26M.

  • 149 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q3 2025, down from 157 in Q2 2025.
  • Funds reported $908M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q3 2025, up 2.5% quarter-over-quarter.
  • 11 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q3 2025 and 18 closed out, a net change of -7 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q3 2025 was Morgan Stanley, an estimated $8.93M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $8.26M sold.

Based on aggregated 13F filings for Q3 2025.