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First Trust Limited Duration Investment Grade Corporate ETF

139 hedge funds and large institutions have $775M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
65
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PS
126
Principal Securities
Iowa
$29.5K +$13.8K +735 +88%
WWM
127
Wagner Wealth Management
South Carolina
$29.1K -$38.5K -2,049 -57%
RWPA
128
Richard W. Paul & Associates
Michigan
$27.9K
AA
129
AlphaMark Advisors
Kentucky
$21K
Bank of America
130
Bank of America
North Carolina
$16.8K
LFG
131
Larson Financial Group
Missouri
$15K
UBS Group
132
UBS Group
Switzerland
$14.2K +$14.2K +754 New
CPA
133
Clear Point Advisors
New York
$9.95K +$9.95K +530 New
HGERS
134
Householder Group Estate & Retirement Specialist
Arizona
$8.53K +$8.53K +454 New
BEI
135
Benjamin Edwards Inc
Missouri
$8K +$4.16K +216 +109%
IRC
136
Investors Research Corp
Georgia
$6.31K +$6.31K +336 New
SS
137
Sunbelt Securities
Texas
$5.95K -$5.31K -283 -47%
CAM
138
Creekmur Asset Management
Illinois
$1.52K -$75 -4 -5%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$19 +$19 +1 New
KA
140
Kure Advisory
Minnesota
-$1.71M -89,986 Closed
Goldman Sachs
141
Goldman Sachs
New York
-$891K -47,000 Closed
CAM
142
Concorde Asset Management
Michigan
-$244K -12,860 Closed
WEG
143
World Equity Group
Illinois
-$194K -10,253 Closed
ASN
144
Advisory Services Network
Georgia
-$101K -5,340 Closed
PCM
145
Penserra Capital Management
California
-$7K -392 Closed
AWM
146
Avior Wealth Management
Nebraska
-$7.28K -384 Closed