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First Trust Limited Duration Investment Grade Corporate ETF

158 hedge funds and large institutions have $871M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
158
Holders Change
+11
Holders Change %
+7.48%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
75
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$206M +$20.3M +1,073,535 +11%
LPL Financial
2
LPL Financial
California
$136M +$6.69M +354,539 +5%
Wells Fargo
3
Wells Fargo
California
$56.9M +$5.45M +288,666 +11%
First Trust Advisors
4
First Trust Advisors
Illinois
$52.7M +$3.68M +194,982 +8%
CAG
5
Csenge Advisory Group
Florida
$34.2M +$3.06M +161,906 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$33M +$1.67M +88,283 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$28.7M +$1.49M +79,095 +5%
Ameriprise
8
Ameriprise
Minnesota
$19.3M +$4.15M +219,691 +27%
SI
9
Stephens Inc
Arkansas
$17.7M -$3.4M -180,178 -16%
Raymond James Financial
10
Raymond James Financial
Florida
$16.4M +$16.4M +869,467 New
Osaic Holdings
11
Osaic Holdings
Arizona
$16.1M +$5.78M +306,287 +56%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$13.1M +$158K +8,379 +1%
Stifel Financial
13
Stifel Financial
Missouri
$12.7M +$4.25M +225,230 +50%
Truist Financial
14
Truist Financial
North Carolina
$9.76M +$165K +8,718 +2%
IAA
15
Independent Advisor Alliance
North Carolina
$9.72M +$9.72M +514,911 New
AssetMark Inc
16
AssetMark Inc
California
$9.38M +$896K +47,476 +11%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$8.89M -$1.4M -74,026 -14%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$8.83M +$2.34M +124,131 +36%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$8.45M +$1.12M +59,361 +15%
NA
20
NewEdge Advisors
Louisiana
$8.38M -$1.32M -69,870 -14%
IWC
21
Integrated Wealth Concepts
Massachusetts
$7.96M -$1.35M -71,778 -15%
TC
22
TAP Consulting
Missouri
$7.2M -$166K -8,793 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.12M +$120K +6,375 +2%
KFP
24
KMG Fiduciary Partners
Ohio
$6.38M +$677K +35,901 +12%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$5.99M +$1.62M +85,755 +37%