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First Trust Limited Duration Investment Grade Corporate ETF

148 hedge funds and large institutions have $857M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
126
Centaurus Financial
California
$116K
SIM
127
Synergy Investment Management
Florida
$105K
AAP
128
Arax Advisory Partners
Colorado
$104K
GWM
129
Geneos Wealth Management
Colorado
$87K
NS
130
NBC Securities
Alabama
$70K
RF
131
Rossby Financial
Florida
$69.1K
PB
132
Pinnacle Bancorp
Nebraska
$60.7K
PS
133
Principal Securities
Iowa
$55.3K
CIAS
134
Capital Investment Advisory Services
North Carolina
$54K
AG
135
AmeriFlex Group
Nevada
$51.9K
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
$43.5K
RCM
137
Raleigh Capital Management
North Carolina
$30.3K
Bank of America
138
Bank of America
North Carolina
$20.9K
Q1WB
139
Quest 10 Wealth Builders
Virginia
$20.1K
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$18K
WWM
141
Wagner Wealth Management
South Carolina
$15.2K
LFG
142
Larson Financial Group
Missouri
$15.2K
IRC
143
Investors Research Corp
Georgia
$6.36K
HFS
144
Hantz Financial Services
Michigan
$5K
GI
145
GAMMA Investing
California
$4.91K
ANBT
146
American National Bank & Trust
Texas
$3.65K
T
147
Transce3nd
Texas
$1.17K
SS
148
SBI Securities
Japan
$474
IAA
149
Independent Advisor Alliance
North Carolina
RA
150
RiverTree Advisors
Florida