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First Trust Limited Duration Investment Grade Corporate ETF

160 hedge funds and large institutions have $933M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 53

7% more funds holding

Funds holding: 149160 (+11)

3% more capital invested

Capital invested by funds: $908M → $933M (+$25M)

2.56% less ownership

Funds ownership: 67.46%64.89% (-2.6%)

Holders
160
Holders Change
+11
Holders Change %
+7.38%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
68
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Asset Allocation Strategies
Michigan
$197K +$197K +10,263 New
SIS
127
Sound Income Strategies
Florida
$193K +$194K +10,077 New
GRP
128
Global Retirement Partners
California
$190K -$3.57K -186 -2%
CAL
129
Capital Analysts LLC
Pennsylvania
$173K -$71K -3,698 -29%
CF
130
Centaurus Financial
California
$172K +$57.2K +2,977 +50%
SAM
131
Smartleaf Asset Management
Massachusetts
$168K +$162K +8,438 +2,776%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$160K +$4.92K +256 +3%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$150K +$147K +7,661 +5,283%
BC
134
Barrett & Company
Rhode Island
$134K
TAM
135
Tucker Asset Management
Colorado
$96.7K +$1.94K +101 +2%
TCM
136
Triumph Capital Management
Colorado
$78.4K +$78.5K +4,087 New
FHA
137
Flagship Harbor Advisors
Massachusetts
$63.4K +$63.4K +3,302 New
PB
138
Pinnacle Bancorp
Nebraska
$61.5K
CFD
139
Creative Financial Designs
Indiana
$55.4K +$500 +26 +0.9%
GWM
140
Geneos Wealth Management
Colorado
$55.1K
NS
141
NBC Securities
Alabama
$51.6K
GFA
142
Godfrey Financial Associates
New York
$36.2K +$36.2K +1,884 New
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$35K +$2.36K +123 +7%
RCM
144
Raleigh Capital Management
North Carolina
$31.8K +$423 +22 +1%
JP Morgan Chase
145
JP Morgan Chase
New York
$31.2K +$6.51K +339 +26%
KFI
146
Key Financial Inc
Pennsylvania
$28.7K
Q1WB
147
Quest 10 Wealth Builders
Virginia
$21K
LFG
148
Larson Financial Group
Missouri
$15.4K -$9.95K -518 -39%
WWMSC
149
Wagner Wealth Management (South Carolina)
South Carolina
$12.4K +$173 +9 +1%
MAS
150
MPWM Advisory Solutions
Georgia
$11K