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First Trust Limited Duration Investment Grade Corporate ETF

148 hedge funds and large institutions have $857M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-10
Holders Change %
-6.33%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
55
Reduced
64
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$192M -$14.5M -765,448 -7%
LPL Financial
2
LPL Financial
California
$124M -$12.2M -642,839 -9%
Wells Fargo
3
Wells Fargo
California
$61.1M +$4.06M +214,513 +7%
First Trust Advisors
4
First Trust Advisors
Illinois
$43.1M -$9.83M -519,110 -19%
Ameriprise
5
Ameriprise
Minnesota
$40.1M +$20.7M +1,094,369 +107%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$36.6M +$3.47M +182,964 +10%
CAG
7
Csenge Advisory Group
Florida
$34.5M +$151K +7,952 +0.4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$25.9M -$2.9M -153,158 -10%
Raymond James Financial
9
Raymond James Financial
Florida
$17.1M +$617K +32,558 +4%
Stifel Financial
10
Stifel Financial
Missouri
$17M +$4.28M +226,024 +34%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.7M -$393K -20,743 -2%
SI
12
Stephens Inc
Arkansas
$14.8M -$3.04M -160,340 -17%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$12.9M -$254K -13,404 -2%
Truist Financial
14
Truist Financial
North Carolina
$11.4M +$1.62M +85,315 +16%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$10.1M +$1.19M +62,673 +13%
NA
16
NewEdge Advisors
Louisiana
$9.75M +$1.35M +71,068 +16%
AssetMark Inc
17
AssetMark Inc
California
$8.96M -$454K -23,965 -5%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$8.8M -$63K -3,324 -0.7%
IWC
19
Integrated Wealth Concepts
Massachusetts
$8.04M +$50.3K +2,655 +0.6%
OMC
20
Old Mission Capital
Illinois
$7.81M +$7.81M +412,509 New
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$7.68M -$801K -42,317 -9%
KFP
22
KMG Fiduciary Partners
Ohio
$7.05M +$648K +34,187 +10%
NW
23
Naviter Wealth
Arkansas
$5.94M +$410K +21,601 +7%
P
24
&Partners
Tennessee
$5.92M +$2.75M +142,557 +87%
Jane Street
25
Jane Street
New York
$5.34M +$2.53M +133,784 +90%