FSIG icon

First Trust Limited Duration Investment Grade Corporate ETF

139 hedge funds and large institutions have $775M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
65
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$184M -$177M -9,410,848 -49%
LPL Financial
2
LPL Financial
California
$114M -$5.54M -294,917 -5%
Wells Fargo
3
Wells Fargo
California
$46.3M +$19.2M +1,020,839 +71%
First Trust Advisors
4
First Trust Advisors
Illinois
$41.4M -$5.78M -308,164 -12%
Stifel Financial
5
Stifel Financial
Missouri
$30.5M +$23.5M +1,253,400 +337%
CAG
6
Csenge Advisory Group
Florida
$30.2M +$3.08M +164,214 +11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$25.4M +$1.41M +75,345 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$25.2M +$3.34M +177,835 +15%
SI
9
Stephens Inc
Arkansas
$21.9M -$1.58M -84,166 -7%
KAS
10
Kestra Advisory Services
Texas
$14.7M +$2.57M +136,938 +21%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$13.4M +$9.07M +483,397 +208%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12.8M +$508K +27,067 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$11.5M +$3.48M +185,351 +43%
IWC
14
Integrated Wealth Concepts
Massachusetts
$10.9M +$10.5M +557,900 +2,658%
Osaic Holdings
15
Osaic Holdings
Arizona
$10.8M +$2.5M +133,294 +30%
Jane Street
16
Jane Street
New York
$9.68M +$9.68M +515,734 New
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$7.3M +$344K +18,302 +5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$7.08M +$3.4M +181,000 +92%
NA
19
NewEdge Advisors
Louisiana
$6.91M +$1.69M +90,020 +32%
TC
20
TAP Consulting
Missouri
$6.82M +$54.4K +2,897 +0.8%
Citadel Advisors
21
Citadel Advisors
Florida
$6.79M +$4.95M +263,862 +269%
CAN
22
Cetera Advisor Networks
California
$6.07M +$2.5M +133,067 +70%
AssetMark Inc
23
AssetMark Inc
California
$5.53M +$1.36M +72,468 +33%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$5.4M -$63.2K -3,368 -1%
RJA
25
Raymond James & Associates
Florida
$5.1M +$898K +47,835 +21%