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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

Overview Fund Activity

52 hedge funds and large institutions have $233M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
+35
Holders Change %
+205.88%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
41
Increased
8
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$76.8M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$58.9M
3
LPL Financial
3
LPL Financial
California
$33.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$0
3
LI
3
LVZ Inc
Michigan
$0
4
MSFS
4
Main Street Financial Solutions
Pennsylvania
$0
5
PTP
5
Platform Technology Partners
New York
$256K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$76.8M 4,112,334 +4,109,334 +136,978%
First Trust Advisors
2
First Trust Advisors
Illinois
$58.9M 3,152,528 +3,152,528 New
LPL Financial
3
LPL Financial
California
$33.9M 1,813,651 +1,813,651 New
Osaic Holdings
4
Osaic Holdings
Arizona
$15.4M 823,140 +808,337 +5,461%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12M 643,711 +643,711 New
BFG
6
Beacon Financial Group
Texas
$11M 587,320 +587,320 New
SEA
7
Stegent Equity Advisors
Texas
$2.73M 145,962 +145,962 New
CAN
8
Cetera Advisor Networks
California
$1.68M 90,060 +90,060 New
DC
9
Davenport & Co
Virginia
$1.53M 81,661 +81,661 New
DWM
10
Darwin Wealth Management
Florida
$1.41M 74,840 +1,728 +2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.38M 73,901 +73,901 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.23M 65,972 +15,253 +30%
AWS
13
Atria Wealth Solutions
New York
$1.06M 56,691 +43,015 +315%
IWM
14
Iams Wealth Management
Nebraska
$1.01M 53,955 +53,955 New
RA
15
RFG Advisory
Alabama
$976K 51,832 +51,832 New
BBA
16
Braun-Bostich & Associates
Pennsylvania
$883K 47,294 +47,294 New
Truist Financial
17
Truist Financial
North Carolina
$867K 46,293 +46,293 New
IA
18
IFP Advisors
Florida
$738K 36,846 +36,749 +37,886%
Citadel Advisors
19
Citadel Advisors
Florida
$727K 38,922 +38,922 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$652K 34,924 +34,924 New
KAS
21
Kestra Advisory Services
Texas
$597K 31,976 +31,976 New
WCM
22
WealthBridge Capital Management
Ohio
$579K 30,989 +1,551 +5%
SWP
23
Stratos Wealth Partners
Ohio
$563K 30,150 +30,150 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$546K 29,249 +29,249 New
CWA
25
Clarus Wealth Advisors
Arizona
$540K 28,764 +4,273 +17%
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