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First Trust Limited Duration Investment Grade Corporate ETF

12 hedge funds and large institutions have $7.43M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

33% more funds holding

Funds holding: 912 (+3)

12% more capital invested

Capital invested by funds: $6.63M → $7.43M (+$806K)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

0.04% less ownership

Funds ownership: 68.88%68.84% (-0.04%)

Holders
12
Holders Change
+3
Holders Change %
+33.33%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.31M +$2.03M +107,090 +658%
DWM
2
Darwin Wealth Management
Florida
$1.57M +$1.57M +82,646 New
Goldman Sachs
3
Goldman Sachs
New York
$897K -$39.9K -2,100 -4%
Barclays
4
Barclays
United Kingdom
$735K -$921K -48,500 -55%
Citadel Advisors
5
Citadel Advisors
Florida
$645K +$654K +34,442 New
WCM
6
WealthBridge Capital Management
Ohio
$551K +$559K +29,438 New
MSFS
7
Main Street Financial Solutions
Pennsylvania
$264K +$267K +14,080 New
Osaic Holdings
8
Osaic Holdings
Arizona
$255K +$193K +10,157 +298%
APA
9
American Portfolios Advisors
New York
$133K
Morgan Stanley
10
Morgan Stanley
New York
$56K +$38K +2,000 +200%
UBS Group
11
UBS Group
Switzerland
$13K -$9.55K -503 -41%
TCM
12
Triumph Capital Management
Colorado
$7K +$332K +17,500 New
Bank of America
13
Bank of America
North Carolina
-$1.92M -100,000 Closed
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
-$1.49M -77,636 Closed

FSIG Hedge Fund Activity: Q2 2022 in Review

12 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q2 2022, worth a combined $7.43M — up 12% from $6.63M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FSIG positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, adding an estimated $2.03M. The largest seller was Bank of America, exiting entirely with an estimated $1.92M sold.

  • 12 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q2 2022, up from 9 in Q1 2022.
  • Funds reported $7.43M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q2 2022, up 12% quarter-over-quarter.
  • 5 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q2 2022 and 2 closed out, a net change of +3 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q2 2022 was Jane Street, an estimated $2.03M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q2 2022 was Bank of America, an estimated $1.92M sold.

Based on aggregated 13F filings for Q2 2022.