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First Trust Limited Duration Investment Grade Corporate ETF

122 hedge funds and large institutions have $850M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+13
Holders Change %
+11.93%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
57
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$364M +$210M +11,088,967 +136%
LPL Financial
2
LPL Financial
California
$121M +$8.4M +443,197 +7%
First Trust Advisors
3
First Trust Advisors
Illinois
$47.7M -$4.27M -225,055 -8%
Wells Fargo
4
Wells Fargo
California
$27.4M +$24.1M +1,271,577 +736%
CAG
5
Csenge Advisory Group
Florida
$27.4M +$4.14M +218,480 +18%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$24.2M +$20.3M +1,070,596 +519%
SI
7
Stephens Inc
Arkansas
$23.8M +$628K +33,141 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$22.1M +$1.84M +97,067 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$12.4M -$675K -35,604 -5%
KAS
10
Kestra Advisory Services
Texas
$12.2M +$1.51M +79,603 +14%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.42M +$459K +24,211 +6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$8.14M +$1.36M +71,668 +20%
Stifel Financial
13
Stifel Financial
Missouri
$7.04M +$202K +10,680 +3%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$7.03M +$213K +11,250 +3%
TC
15
TAP Consulting
Missouri
$6.83M +$6.83M +360,434 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5.52M +$5.52M +290,888 New
NA
17
NewEdge Advisors
Louisiana
$5.27M +$733K +38,701 +16%
VWA
18
Visionary Wealth Advisors
Illinois
$4.53M -$974K -51,390 -18%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.41M -$197K -10,367 -4%
RJA
20
Raymond James & Associates
Florida
$4.25M +$789K +41,593 +23%
AssetMark Inc
21
AssetMark Inc
California
$4.21M +$1.45M +76,552 +53%
KPWS
22
Kestra Private Wealth Services
Texas
$3.84M +$276K +14,577 +8%
IA
23
IFP Advisors
Florida
$3.72M +$1.82M +96,165 +96%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.72M +$2.03M +107,223 +121%
CAN
25
Cetera Advisor Networks
California
$3.61M -$131K -6,916 -4%