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First Trust Limited Duration Investment Grade Corporate ETF

160 hedge funds and large institutions have $933M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 53

7% more funds holding

Funds holding: 149160 (+11)

3% more capital invested

Capital invested by funds: $908M → $933M (+$25M)

2.56% less ownership

Funds ownership: 67.46%64.89% (-2.6%)

Holders
160
Holders Change
+11
Holders Change %
+7.38%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
68
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
101
Private Trust Company
Ohio
$362K +$34.3K +1,784 +10%
OIA
102
OneDigital Investment Advisors
Kansas
$358K -$4.61K -240 -1%
WIA
103
World Investment Advisors
California
$336K +$337K +17,522 New
GSWM
104
Golden State Wealth Management
California
$330K -$26.4K -1,375 -7%
CIAS
105
Capital Investment Advisory Services
North Carolina
$326K +$326K +16,978 New
HI
106
Harbour Investments
Wisconsin
$324K -$688K -35,802 -68%
PVI
107
Pine Valley Investments
New Jersey
$323K +$21.5K +1,119 +7%
PWM
108
Perigon Wealth Management
California
$304K +$23.6K +1,231 +8%
SWA
109
Stratos Wealth Advisors
Ohio
$302K +$84.3K +4,389 +39%
AWA
110
Acorn Wealth Advisors
Michigan
$294K +$15.8K +824 +6%
AWA
111
Arkadios Wealth Advisors
Georgia
$290K +$4.05K +211 +1%
ESB
112
Essex Savings Bank
Connecticut
$289K
TA
113
TFB Advisors
Kansas
$277K +$3.17K +165 +1%
AAP
114
Arax Advisory Partners
Colorado
$272K +$272K +14,162 New
SCA
115
Snowden Capital Advisors
New York
$266K +$2.69K +140 +1%
LBC
116
Leigh Baldwin & Co
New York
$264K -$3.46K -180 -1%
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$257K -$39.4K -2,050 -13%
FA
118
Flagstar Advisors
New York
$252K +$3.32K +173 +1%
KA
119
Kovack Advisors
Florida
$246K +$247K +12,833 New
GIA
120
Gladstone Institutional Advisory
Florida
$244K +$4.19K +218 +2%
MPIA
121
Milestones Private Investment Advisors
New York
$241K +$22.9K +1,193 +11%
BWM
122
BAM Wealth Management
Colorado
$215K +$215K +11,189 New
PFA
123
Pinnacle Family Advisors
Missouri
$210K +$3.21K +167 +2%
PCS
124
Private Client Services
Kentucky
$207K
RF
125
Rossby Financial
Florida
$204K +$2.79K +145 +1%