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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

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: 2 → 3 (+1)

28% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 53

7% more funds holding

Funds holding: 149 → 160 (+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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$11.9M
2
Morgan Stanley
Morgan Stanley
New York
+$8.9M
3
First Trust Advisors
First Trust Advisors
Illinois
+$5.25M
4
MOS
MGO One Seven
Ohio
+$4.99M
5
CAG
Csenge Advisory Group
Florida
+$1.55M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$7.95M
2
Osaic Holdings
Osaic Holdings
Arizona
-$6.69M
3
UWP
Uniting Wealth Partners
Kansas
-$6.4M
4
Raymond James Financial
Raymond James Financial
Florida
-$2.5M
5
Ameriprise
Ameriprise
Minnesota
-$802K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
151
IFP Advisors
Florida
$6.87K -$59.2K -3,080 -90%
MCA
152
McGuire Capital Advisors
Oklahoma
$6.68K +$6.69K +348 New
GI
153
GAMMA Investing
California
$4.97K – – –
ANBT
154
American National Bank & Trust
Texas
$3.7K – – –
CFB
155
Cullen/Frost Bankers
Texas
$3.59K -$4.17K -217 -54%
Bank of America
156
Bank of America
North Carolina
$3.28K +$1.52K +79 +86%
SEP
157
Signature Equity Partners
Ohio
$2.05K +$2.06K +107 New
AG
158
AmeriFlex Group
Nevada
$2K -$2K -104 -50%
SS
159
SBI Securities
Japan
$480 -$19 -1 -4%
LAS
160
Lloyd Advisory Services
Georgia
$146 +$154 +8 New
IWC
161
Integrated Wealth Concepts
Massachusetts
– -$7.95M -413,863 Closed
UWP
162
Uniting Wealth Partners
Kansas
– -$6.4M -333,181 Closed
Citadel Advisors
163
Citadel Advisors
Florida
– -$796K -41,462 Closed
PA
164
PFG Advisors
Arizona
– -$214K -11,160 Closed
WFA
165
WMG Financial Advisors
Tennessee
– -$204K -10,628 Closed
BWP
166
Balboa Wealth Partners
Arizona
– -$193K -10,053 Closed
AAS
167
Ameritas Advisory Services
Nebraska
– -$143K -7,445 Closed
ASN
168
Advisory Services Network
Georgia
– -$143K -7,435 Closed
PS
169
Principal Securities
Iowa
– -$53.6K -2,788 Closed
William Blair & Company
170
William Blair & Company
Illinois
– -$13.3K -694 Closed
WANY
171
Wealthspire Advisors (New York)
New York
– -$11.4K -591 Closed
HFS
172
Hantz Financial Services
Michigan
– -$5K -264 Closed
3 4 5 6
7

FSIG Hedge Fund Activity: Q4 2025 in Review

160 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q4 2025, worth a combined $933M — up 2.8% from $908M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FSIG positions and 12 closed out — a net gain of 13 holders — while 68 added to existing stakes and 53 trimmed.

The largest buyer was LPL Financial, adding an estimated $11.9M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $7.95M sold.

  • 160 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q4 2025, up from 149 in Q3 2025.
  • Funds reported $933M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q4 2025, up 2.8% quarter-over-quarter.
  • 25 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q4 2025 and 12 closed out, a net change of +13 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q4 2025 was LPL Financial, an estimated $11.9M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $7.95M sold.

Based on aggregated 13F filings for Q4 2025.