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First Trust Limited Duration Investment Grade Corporate ETF

158 hedge funds and large institutions have $871M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+11
Holders Change %
+7.48%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
75
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CB
126
Cadence Bank
Mississippi
$194K
GM
127
GeoWealth Management
Illinois
$177K -$241K -12,774 -58%
GRP
128
Global Retirement Partners
California
$155K +$2.7K +143 +2%
CFGS
129
Concourse Financial Group Securities
Alabama
$152K +$9.38K +497 +7%
BC
130
Barrett & Company
Rhode Island
$132K
CF
131
Centaurus Financial
California
$121K -$46.3K -2,461 -28%
KIM
132
Kestra Investment Management
Texas
$120K +$120K +6,379 New
GSWM
133
Golden State Wealth Management
California
$103K +$103K +5,475 New
SIM
134
Synergy Investment Management
Florida
$97.8K +$97.8K +5,183 New
AG
135
AmeriFlex Group
Nevada
$62.8K +$62.8K +3,325 New
RCM
136
Raleigh Capital Management
North Carolina
$60.6K -$1.06K -56 -2%
PB
137
Pinnacle Bancorp
Nebraska
$60.5K
TAM
138
Tucker Asset Management
Colorado
$56.4K +$28K +1,482 +98%
PS
139
Principal Securities
Iowa
$55.3K
CIAS
140
Capital Investment Advisory Services
North Carolina
$53.8K
GWM
141
Geneos Wealth Management
Colorado
$33.6K -$170 -9 -0.5%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$30K -$19.4K -1,040 -39%
CA
143
CoreCap Advisors
Michigan
$28.3K -$33.3K -1,767 -54%
Q1WB
144
Quest 10 Wealth Builders
Virginia
$21.8K +$21.8K +1,154 New
FWM
145
FLP Wealth Management
Arkansas
$19.5K +$19.5K +1,035 New
LFG
146
Larson Financial Group
Missouri
$15.1K
WWM
147
Wagner Wealth Management
South Carolina
$14.8K -$1.36K -72 -8%
HGERS
148
Householder Group Estate & Retirement Specialist
Arizona
$9K +$74 +4 +0.8%
GI
149
GAMMA Investing
California
$8.06K +$3.17K +168 +65%
AIP
150
Ameritas Investment Partners
Nebraska
$8.04K +$8.04K +426 New