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First Trust Limited Duration Investment Grade Corporate ETF

146 hedge funds and large institutions have $767M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
55
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$185M 9,851,751 +49,245 +0.5%
LPL Financial
2
LPL Financial
California
$122M 6,521,348 +436,893 +7%
First Trust Advisors
3
First Trust Advisors
Illinois
$56.1M 2,993,282 +786,341 +36%
Wells Fargo
4
Wells Fargo
California
$48.3M 2,575,257 +109,995 +4%
CAG
5
Csenge Advisory Group
Florida
$31.6M 1,688,544 +80,628 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$26.6M 1,417,997 +74,764 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$26.2M 1,398,275 +45,872 +3%
SI
8
Stephens Inc
Arkansas
$20.7M 1,104,314 -65,039 -6%
KAS
9
Kestra Advisory Services
Texas
$15M 802,855 +20,585 +3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$14.2M 760,275 +44,306 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.1M 644,718 -38,923 -6%
RJA
12
Raymond James & Associates
Florida
$10.9M 581,823 +310,042 +114%
NA
13
NewEdge Advisors
Louisiana
$9.79M 522,534 +154,422 +42%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$9.67M 516,015 -98,862 -16%
IWC
15
Integrated Wealth Concepts
Massachusetts
$9.58M 511,193 -67,693 -12%
Osaic Holdings
16
Osaic Holdings
Arizona
$9.42M 502,454 -75,044 -13%
PFS
17
Prospera Financial Services
Texas
$8.8M 469,431 +452,308 +2,642%
Stifel Financial
18
Stifel Financial
Missouri
$8.31M 443,174 -1,181,764 -73%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$7.54M 402,431 +13,361 +3%
AssetMark Inc
20
AssetMark Inc
California
$7.22M 385,383 +90,765 +31%
TC
21
TAP Consulting
Missouri
$7.19M 383,537 +20,206 +6%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$6.24M 333,206 -43,783 -12%
Truist Financial
23
Truist Financial
North Carolina
$4.43M 236,392 +15,196 +7%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$4.24M 226,314 -61,206 -21%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$4.17M 222,534 +178,464 +405%