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First Trust Limited Duration Investment Grade Corporate ETF

157 hedge funds and large institutions have $970M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 45

4% more capital invested

Capital invested by funds: $933M → $970M (+$37.7M)

0.17% more ownership

Funds ownership: 64.89%65.06% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

2% less funds holding

Funds holding: 160157 (-3)

Holders
157
Holders Change
-3
Holders Change %
-1.88%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
77
Reduced
45
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
126
Sound Income Strategies
Florida
$178K -$13.1K -685 -7%
MWA
127
Merkkuri Wealth Advisors
New York
$177K +$179K +9,339 New
FFA
128
Farther Finance Advisors
California
$175K +$176K +9,225 New
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$173K +$25.1K +1,314 +17%
CF
130
Centaurus Financial
California
$168K -$1.24K -65 -0.7%
GSWM
131
Golden State Wealth Management
California
$164K -$164K -8,571 -50%
SIM
132
Synergy Investment Management
Florida
$110K +$111K +5,782 New
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$98.7K -$60.2K -3,151 -38%
PB
134
Pinnacle Bancorp
Nebraska
$60.7K
GWM
135
Geneos Wealth Management
Colorado
$54.4K
CFD
136
Creative Financial Designs
Indiana
$53.6K -$1.13K -59 -2%
NS
137
NBC Securities
Alabama
$50.9K
ASN
138
Advisory Services Network
Georgia
$39.7K +$40.1K +2,095 New
GFA
139
Godfrey Financial Associates
New York
$35.7K
RCM
140
Raleigh Capital Management
North Carolina
$29.6K -$1.8K -94 -6%
MPG
141
My Portfolio Guide
California
$23.9K +$24.1K +1,260 New
Q1WB
142
Quest 10 Wealth Builders
Virginia
$20K -$650 -34 -3%
JP Morgan Chase
143
JP Morgan Chase
New York
$19.2K -$11.5K -602 -37%
DWM
144
Darwin Wealth Management
Florida
$15.5K -$670K -35,046 -98%
LFG
145
Larson Financial Group
Missouri
$15.2K
DFA
146
DHJJ Financial Advisors
Illinois
$14.8K +$15K +783 New
MAS
147
MPWM Advisory Solutions
Georgia
$14.1K +$3.29K +172 +30%
WWMSC
148
Wagner Wealth Management (South Carolina)
South Carolina
$12.4K +$134 +7 +1%
WTC
149
WhitTier Trust Company
Nevada
$8.13K +$8.2K +429 New
AG
150
AmeriFlex Group
Nevada
$6.33K +$4.4K +230 +221%

FSIG Hedge Fund Activity: Q1 2026 in Review

157 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q1 2026, worth a combined $970M — up 4% from $933M a quarter earlier.

Fund positioning in FSIG was balanced in Q1 2026: 21 funds opened new positions, 21 closed out, 77 added to existing stakes and 45 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.1M. The largest seller was Ameriprise, cutting an estimated $12M.

  • 157 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q1 2026, down from 160 in Q4 2025.
  • Funds reported $970M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q1 2026, up 4% quarter-over-quarter.
  • 21 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q1 2026 and 21 closed out, a net change of 0 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q1 2026 was LPL Financial, an estimated $18.1M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q1 2026 was Ameriprise, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2026.