FSIG icon

First Trust Limited Duration Investment Grade Corporate ETF

152 hedge funds and large institutions have $883M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
60
Reduced
59
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$202M +$8.07M +421,841 +4%
LPL Financial
2
LPL Financial
California
$134M +$9.4M +491,807 +8%
Wells Fargo
3
Wells Fargo
California
$63M +$1.31M +68,769 +2%
First Trust Advisors
4
First Trust Advisors
Illinois
$48.8M +$5.28M +276,392 +12%
Ameriprise
5
Ameriprise
Minnesota
$42.5M +$2.08M +108,855 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$36.8M -$196K -10,262 -0.5%
CAG
7
Csenge Advisory Group
Florida
$34.5M -$51.7K -2,722 -0.1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$31.3M +$5.14M +268,573 +20%
Raymond James Financial
9
Raymond James Financial
Florida
$19.6M +$2.36M +123,516 +14%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$17.8M +$8.91M +465,810 +100%
Truist Financial
11
Truist Financial
North Carolina
$16.7M +$5.19M +271,682 +45%
Osaic Holdings
12
Osaic Holdings
Arizona
$15.4M -$353K -18,615 -2%
Stifel Financial
13
Stifel Financial
Missouri
$14.2M -$2.97M -155,580 -17%
SI
14
Stephens Inc
Arkansas
$14.1M -$786K -41,120 -5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$12.9M -$113K -5,903 -0.9%
AssetMark Inc
16
AssetMark Inc
California
$9.57M +$521K +27,238 +6%
NA
17
NewEdge Advisors
Louisiana
$8.42M -$1.43M -74,623 -14%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$8.13M -$2.08M -108,619 -20%
IWC
19
Integrated Wealth Concepts
Massachusetts
$8.05M -$65.1K -3,407 -0.8%
KFP
20
KMG Fiduciary Partners
Ohio
$7.95M +$828K +43,293 +12%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$6.49M -$1.26M -65,786 -16%
P
22
&Partners
Tennessee
$5.79M -$84.1K -4,397 -1%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$5.19M +$1.98M +103,554 +62%
TAM
24
TCP Asset Management
Ohio
$4.57M +$96K +5,021 +2%
WWM
25
WJ Wealth Management
Arizona
$4.46M -$879K -45,947 -16%