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First Trust Limited Duration Investment Grade Corporate ETF

147 hedge funds and large institutions have $801M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 79 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
79
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HA
151
Herold Advisors
New York
-$250K -13,327 Closed
BRWA
152
B. Riley Wealth Advisors
Florida
-$247K -13,200 Closed
VCM
153
Virtue Capital Management
Tennessee
-$241K -12,808 Closed
CCFM
154
Clear Creek Financial Management
Washington
-$232K -12,377 Closed
BAM
155
Belpointe Asset Management
Nevada
-$228K -12,192 Closed
SFS
156
Security Financial Services
Indiana
-$217K -11,594 Closed
OFS
157
OneAscent Financial Services
Alabama
-$208K -11,110 Closed
UBS Group
158
UBS Group
Switzerland
-$19.5K -1,040 Closed
CP
159
Castleview Partners
Texas
-$11.5K -615 Closed