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First Trust Core Investment Grade ETF

173 hedge funds and large institutions have $1.43B invested in First Trust Core Investment Grade ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 100 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

245% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 29

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

29% more capital invested

Capital invested by funds: $1.11B → $1.43B (+$320M)

20% more funds holding

Funds holding: 144173 (+29)

4.66% more ownership

Funds ownership: 78.55%83.21% (+4.7%)

Holders
173
Holders Change
+29
Holders Change %
+20.14%
% of All Funds
2.1%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
36
Increased
100
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
26
Arax Advisory Partners
Colorado
$11.5M +$11.6M +542,764 New
CCM
27
Consolidated Capital Management
California
$11.5M +$11.6M +541,198 New
M1FG
28
Mach-1 Financial Group
Arkansas
$11.5M +$11.5M +540,149 New
CWA
29
Centennial Wealth Advisory
Michigan
$11.4M -$205K -9,600 -2%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$10.2M +$1.53M +71,616 +18%
HAS
31
HBW Advisory Services
California
$10.1M +$2.41M +112,795 +31%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$9.78M +$1.6M +74,662 +19%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$9.46M +$2.09M +98,004 +28%
AMG
34
APS Management Group
California
$9.19M +$8.2M +383,753 +782%
BCI
35
Brinker Capital Investments
Pennsylvania
$8.08M +$1.87M +87,524 +30%
CIA
36
Concurrent Investment Advisors
Florida
$7.35M +$1.29M +60,287 +21%
MOS
37
MGO One Seven
Ohio
$7.2M +$6.6M +309,021 +1,022%
AC
38
AIFG Consultants
New York
$7.07M +$1.25M +58,296 +21%
PJWM
39
Philip James Wealth Mangement
Georgia
$6.12M -$147K -6,875 -2%
IWM
40
Iams Wealth Management
Nebraska
$5.78M +$2.68M +125,257 +85%
FPWM
41
FSB Premier Wealth Management
Iowa
$5.72M +$178K +8,324 +3%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$5.67M +$2.17M +101,523 +61%
SPC
43
Sigma Planning Corp
Michigan
$5.18M -$1.41M -65,838 -21%
IWM
44
IHT Wealth Management
Illinois
$5.06M +$63.8K +2,985 +1%
IA
45
IFP Advisors
Florida
$4.92M +$828K +38,740 +20%
SF
46
Sun Financial
Utah
$4.88M +$4.91M +229,640 New
NA
47
NewEdge Advisors
Louisiana
$4.7M -$15.1K -705 -0.3%
SA
48
Sanctuary Advisors
Indiana
$4.6M +$502K +23,474 +12%
AWM
49
AE Wealth Management
Kansas
$4.47M +$584K +27,318 +15%
SWGC
50
Summit Wealth Group (Colorado)
Colorado
$4.29M +$4.32M +201,943 New