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First Trust Limited Duration Investment Grade Corporate ETF
FSIG

Overview Fund Activity

87 hedge funds and large institutions have $486M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 36 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+35
Holders Change %
+67.31%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
42
Increased
36
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
LPL Financial
2
LPL Financial
California
$83.5M
3
SI
3
Stephens Inc
Arkansas
$29.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$21.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.1M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$16.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BFG
3
Beacon Financial Group
Texas
$10.8M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$0
5
FCAM
5
First Citizens Asset Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$135M +$57.7M +3,064,389 +75%
LPL Financial
2
LPL Financial
California
$83.5M +$49.3M +2,620,701 +144%
First Trust Advisors
3
First Trust Advisors
Illinois
$63.7M +$4.29M +227,834 +7%
SI
4
Stephens Inc
Arkansas
$29.2M +$29.2M +1,548,850 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.1M +$12.9M +687,651 +107%
Stifel Financial
6
Stifel Financial
Missouri
$21.6M +$21.6M +1,146,809 New
Osaic Holdings
7
Osaic Holdings
Arizona
$19.3M +$3.77M +200,055 +24%
PAG
8
Private Advisor Group
New Jersey
$16.2M -$1.01M -53,633 -6%
BFG
9
Beacon Financial Group
Texas
$10.8M -$288K -15,251 -3%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$4.29M +$3.63M +193,030 +553%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.85M +$2.46M +130,480 +177%
SEA
12
Stegent Equity Advisors
Texas
$3.13M +$377K +20,045 +14%
NA
13
NewEdge Advisors
Louisiana
$2.98M +$2.73M +144,928 +1,087%
IA
14
Insight Advisors
Pennsylvania
$2.74M +$2.74M +145,701 New
AI
15
Atria Investments
North Carolina
$2.7M +$2.7M +143,619 New
RCAG
16
Rehmann Capital Advisory Group
Michigan
$2.68M +$2.68M +142,398 New
IGWM
17
ICA Group Wealth Management
Colorado
$2.67M +$2.21M +117,209 +472%
CAN
18
Cetera Advisor Networks
California
$2.64M +$941K +49,962 +55%
EE
19
EWG Elevate
California
$2.58M +$2.58M +137,050 New
TAM
20
TCP Asset Management
Ohio
$2.29M +$2.29M +121,793 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.24M +$1.69M +89,753 +307%
SWM
22
Spire Wealth Management
Virginia
$2.16M +$2.16M +114,637 New
Jane Street
23
Jane Street
New York
$2.07M +$2.07M +109,876 New
IWM
24
Iams Wealth Management
Nebraska
$2.04M +$1.02M +54,563 +101%
IAA
25
Independent Advisor Alliance
North Carolina
$2.01M +$2.01M +106,622 New
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