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First Trust Limited Duration Investment Grade Corporate ETF

147 hedge funds and large institutions have $801M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 79 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
79
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$188M 9,817,210 -34,541 -0.4%
LPL Financial
2
LPL Financial
California
$131M 6,826,996 +305,648 +5%
Wells Fargo
3
Wells Fargo
California
$52.3M 2,725,200 +149,943 +6%
First Trust Advisors
4
First Trust Advisors
Illinois
$49.9M 2,597,622 -395,660 -13%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.9M 1,662,197 +263,922 +19%
CAG
6
Csenge Advisory Group
Florida
$31.6M 1,651,477 -37,067 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$27.7M 1,442,165 +24,168 +2%
SI
8
Stephens Inc
Arkansas
$21.5M 1,120,409 +16,095 +1%
Ameriprise
9
Ameriprise
Minnesota
$15.3M 800,490 +603,499 +306%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$13.2M 685,311 -74,964 -10%
RJA
11
Raymond James & Associates
Florida
$10.8M 560,983 -20,840 -4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$10.5M 545,366 +29,351 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.5M 545,262 +42,808 +9%
NA
14
NewEdge Advisors
Louisiana
$9.86M 513,785 -8,749 -2%
Truist Financial
15
Truist Financial
North Carolina
$9.76M 508,424 +272,032 +115%
IWC
16
Integrated Wealth Concepts
Massachusetts
$9.47M 493,451 -17,742 -3%
AssetMark Inc
17
AssetMark Inc
California
$8.64M 449,768 +64,385 +17%
Stifel Financial
18
Stifel Financial
Missouri
$8.58M 446,828 +3,654 +0.8%
TC
19
TAP Consulting
Missouri
$7.49M 390,092 +6,555 +2%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$7.45M 388,205 -14,226 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$7.12M 370,907 -273,811 -42%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$7.03M 365,958 +32,752 +10%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$6.6M 343,841 +121,307 +55%
KFP
24
KMG Fiduciary Partners
Ohio
$5.8M 302,183 +252,207 +505%
NW
25
Naviter Wealth
Arkansas
$5.72M 298,073 +94,804 +47%