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First Trust Limited Duration Investment Grade Corporate ETF

151 hedge funds and large institutions have $858M 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, 57 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $871M → $858M (-$12.9M)

4.09% less ownership

Funds ownership: 69.4%65.31% (-4.1%)

4% less funds holding

Funds holding: 158151 (-7)

12% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 65

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
151
Holders Change
-7
Holders Change %
-4.43%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
57
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
151
SBI Securities
Japan
$474 -$19 -1 -4%
IAA
152
Independent Advisor Alliance
North Carolina
-$9.72M -514,911 Closed
RA
153
RiverTree Advisors
Florida
-$1.96M -103,659 Closed
NFG
154
Nations Financial Group
Iowa
-$894K -47,363 Closed
CWA
155
Clarus Wealth Advisors
Arizona
-$590K -31,505 Closed
AWA
156
Acorn Wealth Advisors
Michigan
-$244K -12,947 Closed
PWM
157
Prosperity Wealth Management
California
-$242K -12,800 Closed
TA
158
TrueWealth Advisors
Alabama
-$197K -10,464 Closed
PFA
159
Pinnacle Family Advisors
Missouri
-$195K -10,315 Closed
CFGS
160
Concourse Financial Group Securities
Alabama
-$152K -8,054 Closed
KIM
161
Kestra Investment Management
Texas
-$120K -6,379 Closed
GSWM
162
Golden State Wealth Management
California
-$103K -5,475 Closed
CA
163
CoreCap Advisors
Michigan
-$28.3K -1,499 Closed
FWM
164
FLP Wealth Management
Arkansas
-$19.5K -1,035 Closed
AIP
165
Ameritas Investment Partners
Nebraska
-$8.04K -426 Closed
SS
166
Sunbelt Securities
Texas
-$5.98K -317 Closed
PA
167
PSI Advisors
Florida
-$4.96K -263 Closed
CAWM
168
Capital A Wealth Management
Pennsylvania
-$453 -24 Closed
Fidelity Investments
169
Fidelity Investments
Massachusetts
-$38 -2 Closed

FSIG Hedge Fund Activity: Q1 2025 in Review

151 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q1 2025, worth a combined $858M — down 1.5% from $871M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FSIG and 14 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 57 added.

The largest buyer was Ameriprise, adding an estimated $20.7M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.

  • 151 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q1 2025, down from 158 in Q4 2024.
  • Funds reported $858M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q1 2025, down 1.5% quarter-over-quarter.
  • 14 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q1 2025 and 18 closed out, a net change of -4 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q1 2025 was Ameriprise, an estimated $20.7M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q1 2025 was Morgan Stanley, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2025.