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First Trust Limited Duration Investment Grade Corporate ETF

157 hedge funds and large institutions have $886M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

4% more funds holding

Funds holding: 151157 (+6)

2.93% more ownership

Funds ownership: 65.31%68.24% (+2.9%)

3% more capital invested

Capital invested by funds: $858M → $886M (+$27.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
157
Holders Change
+6
Holders Change %
+3.97%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
65
Reduced
58
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
126
Cadence Bank
Mississippi
$196K
IWM
127
IHT Wealth Management
Illinois
$193K -$101K -5,308 -34%
GRP
128
Global Retirement Partners
California
$191K +$189K +9,972 New
AAS
129
Ameritas Advisory Services
Nebraska
$145K +$144K +7,579 New
BC
130
Barrett & Company
Rhode Island
$134K
CF
131
Centaurus Financial
California
$117K
TAM
132
Tucker Asset Management
Colorado
$111K +$48.7K +2,567 +80%
IA
133
IFP Advisors
Florida
$76K -$199K -10,489 -73%
AG
134
AmeriFlex Group
Nevada
$72.5K +$20K +1,054 +38%
RF
135
Rossby Financial
Florida
$69.7K +$171 +9 +0.2%
PB
136
Pinnacle Bancorp
Nebraska
$61.3K
GWM
137
Geneos Wealth Management
Colorado
$54.9K -$32.7K -1,720 -37%
PS
138
Principal Securities
Iowa
$53.3K -$2.73K -144 -5%
NS
139
NBC Securities
Alabama
$51K -$19.8K -1,043 -28%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$36K +$17.6K +929 +95%
RCM
141
Raleigh Capital Management
North Carolina
$30.9K +$342 +18 +1%
KFI
142
Key Financial Inc
Pennsylvania
$28.6K +$28.4K +1,496 New
Q1WB
143
Quest 10 Wealth Builders
Virginia
$20.9K +$551 +29 +3%
LFG
144
Larson Financial Group
Missouri
$15.3K
CIAS
145
Capital Investment Advisory Services
North Carolina
$14.3K -$39.9K -2,100 -74%
William Blair & Company
146
William Blair & Company
Illinois
$13.3K +$13.2K +694 New
WWMSC
147
Wagner Wealth Management (South Carolina)
South Carolina
$12K -$3.32K -175 -22%
Bank of America
148
Bank of America
North Carolina
$11.6K -$9.4K -495 -45%
MAS
149
MPWM Advisory Solutions
Georgia
$10.9K +$10.9K +572 New
IRC
150
Investors Research Corp
Georgia
$6.42K

FSIG Hedge Fund Activity: Q2 2025 in Review

157 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q2 2025, worth a combined $886M — up 3.2% from $858M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FSIG positions and 9 closed out — a net gain of 7 holders — while 65 added to existing stakes and 58 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.34M. The largest seller was Old Mission Capital, cutting an estimated $6.52M.

  • 157 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q2 2025, up from 151 in Q1 2025.
  • Funds reported $886M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 16 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q2 2025 and 9 closed out, a net change of +7 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q2 2025 was LPL Financial, an estimated $9.34M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q2 2025 was Old Mission Capital, an estimated $6.52M sold.

Based on aggregated 13F filings for Q2 2025.