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First Trust Limited Duration Investment Grade Corporate ETF

109 hedge funds and large institutions have $543M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 12 closing their positions.

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
41
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$149M 8,124,387 +91,872 +1%
LPL Financial
2
LPL Financial
California
$109M 5,936,175 +323,979 +6%
First Trust Advisors
3
First Trust Advisors
Illinois
$50.4M 2,740,160 -532,095 -16%
CAG
4
Csenge Advisory Group
Florida
$22.5M 1,225,222 +59,645 +5%
SI
5
Stephens Inc
Arkansas
$22.4M 1,220,378 -223,051 -15%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.6M 1,068,331 -338,715 -24%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.7M 692,178 -104,331 -13%
KAS
8
Kestra Advisory Services
Texas
$10.4M 565,729 +490,301 +650%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.72M 419,993 -81,111 -16%
Stifel Financial
10
Stifel Financial
Missouri
$6.64M 360,858 -969,568 -73%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$6.61M 359,518 +359,518 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.58M 357,858 +10,239 +3%
VWA
13
Visionary Wealth Advisors
Illinois
$5.34M 290,442 -43,676 -13%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.47M 242,939 +297 +0.1%
NA
15
NewEdge Advisors
Louisiana
$4.4M 239,391 +56,790 +31%
IGWM
16
ICA Group Wealth Management
Colorado
$4.18M 227,285 +17,814 +9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.8M 206,462 +55,318 +37%
CAN
18
Cetera Advisor Networks
California
$3.63M 197,207 +46,415 +31%
SMF
19
Sterling Manor Financial
New York
$3.46M 187,938 -2,358 -1%
KPWS
20
Kestra Private Wealth Services
Texas
$3.45M 187,860 +153,056 +440%
RJA
21
Raymond James & Associates
Florida
$3.35M 182,353 +182,353 New
Wells Fargo
22
Wells Fargo
California
$3.18M 172,846 +170,883 +8,705%
IWM
23
Iams Wealth Management
Nebraska
$3.11M 169,343 +169,343 New
AI
24
Atria Investments
North Carolina
$2.86M 155,520 -12,173 -7%
TAM
25
TCP Asset Management
Ohio
$2.81M 152,993 +1,156 +0.8%