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First Trust Limited Duration Investment Grade Corporate ETF

149 hedge funds and large institutions have $908M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 71 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 52

2% more capital invested

Capital invested by funds: $886M → $908M (+$22.1M)

0.78% less ownership

Funds ownership: 68.24%67.46% (-0.78%)

5% less funds holding

Funds holding: 157149 (-8)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
149
Holders Change
-8
Holders Change %
-5.1%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
71
Reduced
52
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$212M +$8.93M +466,068 +4%
LPL Financial
2
LPL Financial
California
$136M +$612K +31,928 +0.5%
Wells Fargo
3
Wells Fargo
California
$64.5M +$1.13M +58,936 +2%
First Trust Advisors
4
First Trust Advisors
Illinois
$49.9M +$938K +48,944 +2%
Ameriprise
5
Ameriprise
Minnesota
$46M +$3.3M +172,385 +8%
CAG
6
Csenge Advisory Group
Florida
$38.4M +$3.43M +179,086 +10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$37M +$53.5K +2,791 +0.1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$33.9M +$2.43M +126,797 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$24.5M +$7.22M +376,659 +42%
Raymond James Financial
10
Raymond James Financial
Florida
$18.5M -$1.22M -63,547 -6%
Truist Financial
11
Truist Financial
North Carolina
$17.7M +$865K +45,111 +5%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$15.7M +$2.79M +145,405 +22%
Stifel Financial
13
Stifel Financial
Missouri
$14.7M +$474K +24,746 +3%
SI
14
Stephens Inc
Arkansas
$14.4M +$177K +9,213 +1%
AssetMark Inc
15
AssetMark Inc
California
$10.3M +$730K +38,099 +8%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$9.59M -$8.26M -431,197 -46%
KFP
17
KMG Fiduciary Partners
Ohio
$8.15M +$170K +8,883 +2%
IWC
18
Integrated Wealth Concepts
Massachusetts
$7.95M -$135K -7,058 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$7.95M -$224K -11,665 -3%
NA
20
NewEdge Advisors
Louisiana
$7.58M -$874K -45,607 -10%
UWP
21
Uniting Wealth Partners
Kansas
$6.4M +$6.39M +333,181 New
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$6.35M -$166K -8,677 -3%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$6.26M +$1.04M +54,357 +20%
TAM
24
TCP Asset Management
Ohio
$4.84M +$244K +12,752 +5%
P
25
&Partners
Tennessee
$4.5M -$1.32M -68,703 -23%

FSIG Hedge Fund Activity: Q3 2025 in Review

149 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Limited Duration Investment Grade Corporate ETF (FSIG) for Q3 2025, worth a combined $908M — up 2.5% from $886M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FSIG and 11 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 71 added.

The largest buyer was Morgan Stanley, adding an estimated $8.93M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $8.26M.

  • 149 institutional investors held First Trust Limited Duration Investment Grade Corporate ETF (FSIG) as of Q3 2025, down from 157 in Q2 2025.
  • Funds reported $908M of First Trust Limited Duration Investment Grade Corporate ETF stock for Q3 2025, up 2.5% quarter-over-quarter.
  • 11 funds opened new First Trust Limited Duration Investment Grade Corporate ETF positions in Q3 2025 and 18 closed out, a net change of -7 holders.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF buyer in Q3 2025 was Morgan Stanley, an estimated $8.93M added.
  • The largest First Trust Limited Duration Investment Grade Corporate ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $8.26M sold.

Based on aggregated 13F filings for Q3 2025.