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First Trust Limited Duration Investment Grade Corporate ETF

17 hedge funds and large institutions have $6.45M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

42% more funds holding

Funds holding: 1217 (+5)

13% less capital invested

Capital invested by funds: $7.43M → $6.45M (-$987K)

25.21% less ownership

Funds ownership: 68.84%43.63% (-25%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
1
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Darwin Wealth Management
Florida
$1.35M -$180K -9,534 -12%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$936K +$955K +50,719 New
Goldman Sachs
3
Goldman Sachs
New York
$712K -$176K -9,328 -19%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$645K +$657K +34,916 New
WCM
5
WealthBridge Capital Management
Ohio
$551K
LI
6
LVZ Inc
Michigan
$458K +$468K +24,830 New
CWA
7
Clarus Wealth Advisors
Arizona
$452K +$461K +24,491 New
PTP
8
Platform Technology Partners
New York
$288K +$294K +15,597 New
Osaic Holdings
9
Osaic Holdings
Arizona
$273K +$23.3K +1,236 +9%
MSFS
10
Main Street Financial Solutions
Pennsylvania
$260K
AWS
11
Atria Wealth Solutions
New York
$252K +$258K +13,676 New
APA
12
American Portfolios Advisors
New York
$131K
Morgan Stanley
13
Morgan Stanley
New York
$55K
BC
14
Barrett & Company
Rhode Island
$46.7K +$47.1K +2,500 New
Wells Fargo
15
Wells Fargo
California
$21K +$21.7K +1,150 New
GM
16
GeoWealth Management
Illinois
$18K +$18.2K +969 New
IA
17
IFP Advisors
Florida
$2K +$1.83K +97 New
Jane Street
18
Jane Street
New York
-$2.31M -123,362 Closed
Barclays
19
Barclays
United Kingdom
-$735K -39,281 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$645K -34,442 Closed
TCM
21
Triumph Capital Management
Colorado
-$7K -17,500 Closed
UBS Group
22
UBS Group
Switzerland
-$13K -719 Closed

FSIG Hedge Fund Activity: Q3 2022 in Review

17 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q3 2022, worth a combined $6.45M — down 13% from $7.43M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FSIG positions and 5 closed out — a net gain of 5 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $955K. The largest seller was Jane Street, exiting entirely with an estimated $2.31M sold.

  • 17 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q3 2022, up from 12 in Q2 2022.
  • Funds reported $6.45M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 10 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q3 2022 and 5 closed out, a net change of +5 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q3 2022 was Commonwealth Equity Services, an estimated $955K added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q3 2022 was Jane Street, an estimated $2.31M sold.

Based on aggregated 13F filings for Q3 2022.