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First Trust Limited Duration Investment Grade Corporate ETF

160 hedge funds and large institutions have $933M invested in First Trust Limited Duration Investment Grade Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 53

7% more funds holding

Funds holding: 149160 (+11)

3% more capital invested

Capital invested by funds: $908M → $933M (+$25M)

2.56% less ownership

Funds ownership: 67.46%64.89% (-2.6%)

Holders
160
Holders Change
+11
Holders Change %
+7.38%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
68
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$220M +$8.9M +463,049 +4%
LPL Financial
2
LPL Financial
California
$147M +$11.9M +618,781 +9%
Wells Fargo
3
Wells Fargo
California
$65.8M +$1.36M +70,888 +2%
First Trust Advisors
4
First Trust Advisors
Illinois
$55.1M +$5.25M +273,032 +11%
Ameriprise
5
Ameriprise
Minnesota
$45.2M -$802K -41,745 -2%
CAG
6
Csenge Advisory Group
Florida
$39.9M +$1.55M +80,478 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$38.2M +$1.21M +62,975 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$35.3M +$1.48M +77,246 +4%
Truist Financial
9
Truist Financial
North Carolina
$18.7M +$1.09M +56,654 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$17.8M -$6.69M -348,281 -27%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$16.2M +$490K +25,484 +3%
Stifel Financial
12
Stifel Financial
Missouri
$16.2M +$1.47M +76,500 +10%
Raymond James Financial
13
Raymond James Financial
Florida
$16M -$2.5M -130,258 -14%
SI
14
Stephens Inc
Arkansas
$14.7M +$371K +19,311 +3%
AssetMark Inc
15
AssetMark Inc
California
$10.6M +$261K +13,580 +3%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$10.2M +$658K +34,258 +7%
KFP
17
KMG Fiduciary Partners
Ohio
$8.39M +$244K +12,691 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$8.22M +$277K +14,412 +3%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$7.43M +$1.17M +60,888 +19%
NA
20
NewEdge Advisors
Louisiana
$7.4M -$176K -9,141 -2%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$6.34M -$12.2K -636 -0.2%
TAM
22
TCP Asset Management
Ohio
$5.33M +$495K +25,784 +10%
BEI
23
Benjamin Edwards Inc
Missouri
$5.05M +$1.26M +65,634 +33%
MOS
24
MGO One Seven
Ohio
$4.99M +$4.99M +259,971 New
IA
25
IFG Advisory
Georgia
$4.65M +$259K +13,458 +6%