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First Trust Limited Duration Investment Grade Corporate ETF

149 hedge funds and large institutions have $908M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 71 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 52

2% more capital invested

Capital invested by funds: $886M → $908M (+$22.1M)

0.78% less ownership

Funds ownership: 68.24%67.46% (-0.78%)

5% less funds holding

Funds holding: 157149 (-8)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
149
Holders Change
-8
Holders Change %
-5.1%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
71
Reduced
52
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PB
126
Pinnacle Bancorp
Nebraska
$61.6K
GWM
127
Geneos Wealth Management
Colorado
$55.2K
CFD
128
Creative Financial Designs
Indiana
$55K -$325K -16,958 -86%
PS
129
Principal Securities
Iowa
$53.6K
NS
130
NBC Securities
Alabama
$51.6K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$33K -$3.93K -205 -11%
RCM
132
Raleigh Capital Management
North Carolina
$31.4K +$364 +19 +1%
KFI
133
Key Financial Inc
Pennsylvania
$28.8K
LFG
134
Larson Financial Group
Missouri
$25.3K +$9.93K +518 +65%
JP Morgan Chase
135
JP Morgan Chase
New York
$24.7K -$521K -27,175 -95%
Q1WB
136
Quest 10 Wealth Builders
Virginia
$21K
William Blair & Company
137
William Blair & Company
Illinois
$13.3K
WWMSC
138
Wagner Wealth Management (South Carolina)
South Carolina
$12.2K +$134 +7 +1%
WANY
139
Wealthspire Advisors (New York)
New York
$11.4K +$11.3K +591 New
MAS
140
MPWM Advisory Solutions
Georgia
$11K
CFB
141
Cullen/Frost Bankers
Texas
$7.75K +$7.74K +404 New
SAM
142
Smartleaf Asset Management
Massachusetts
$5.84K +$5.83K +304 New
HFS
143
Hantz Financial Services
Michigan
$5K
GI
144
GAMMA Investing
California
$4.97K
AG
145
AmeriFlex Group
Nevada
$4K -$68.8K -3,588 -95%
ANBT
146
American National Bank & Trust
Texas
$3.71K
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$2.79K +$2.78K +145 New
Bank of America
148
Bank of America
North Carolina
$1.77K -$9.91K -517 -85%
SS
149
SBI Securities
Japan
$499 +$19 +1 +4%
WWM
150
WJ Wealth Management
Arizona
-$4.46M -233,411 Closed

FSIG Hedge Fund Activity: Q3 2025 in Review

149 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q3 2025, worth a combined $908M — up 2.5% from $886M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FSIG and 11 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 71 added.

The largest buyer was Morgan Stanley, adding an estimated $8.93M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $8.26M.

  • 149 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q3 2025, down from 157 in Q2 2025.
  • Funds reported $908M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q3 2025, up 2.5% quarter-over-quarter.
  • 11 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q3 2025 and 18 closed out, a net change of -7 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q3 2025 was Morgan Stanley, an estimated $8.93M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $8.26M sold.

Based on aggregated 13F filings for Q3 2025.