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First Trust Core Investment Grade ETF

191 hedge funds and large institutions have $1.74B invested in First Trust Core Investment Grade ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 117 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 30

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

22% more capital invested

Capital invested by funds: $1.43B → $1.74B (+$311M)

10% more funds holding

Funds holding: 173191 (+18)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

5.32% less ownership

Funds ownership: 83.21%77.89% (-5.3%)

Holders
191
Holders Change
+18
Holders Change %
+10.4%
% of All Funds
2.35%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.18%
New
38
Increased
117
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
26
Wealth Intelligence
Georgia
$19.7M +$20M +942,180 New
CCM
27
Consolidated Capital Management
California
$15.8M +$4.55M +214,538 +40%
NA
28
NewEdge Advisors
Louisiana
$15.5M +$11M +517,799 +234%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$15.1M +$9.61M +453,120 +170%
AssetMark Inc
30
AssetMark Inc
California
$13.9M +$617K +29,102 +5%
AAP
31
Arax Advisory Partners
Colorado
$12.7M +$1.29M +61,002 +11%
M1FG
32
Mach-1 Financial Group
Arkansas
$12M +$692K +32,651 +6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$11.9M +$2.56M +120,604 +27%
EH
34
Equitable Holdings
New York
$11.4M -$617K -29,120 -5%
DAS
35
Dynamic Advisor Solutions
Arizona
$10.8M +$9.61M +453,370 +751%
SWGC
36
Summit Wealth Group (Colorado)
Colorado
$10.7M +$6.54M +308,541 +153%
AMG
37
APS Management Group
California
$10.7M +$1.62M +76,486 +18%
HAS
38
HBW Advisory Services
California
$10.3M +$333K +15,722 +3%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$10.2M +$184K +8,701 +2%
GWP
40
Gateway Wealth Partners
Wisconsin
$9.61M +$6.06M +285,644 +165%
MOS
41
MGO One Seven
Ohio
$9.32M +$2.24M +105,498 +31%
IFG
42
Independent Financial Group
California
$9.16M +$7.43M +350,521 +405%
BCI
43
Brinker Capital Investments
Pennsylvania
$8.32M +$352K +16,603 +4%
Mariner
44
Mariner
Kansas
$7.89M +$4.16M +196,001 +109%
CIA
45
Concurrent Investment Advisors
Florida
$7.62M +$365K +17,222 +5%
IWM
46
IHT Wealth Management
Illinois
$7.59M +$2.63M +124,049 +52%
WWMP
47
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$6.93M +$2.88M +135,795 +70%
IA
48
IFP Advisors
Florida
$6.62M +$1.78M +83,806 +36%
IWM
49
Iams Wealth Management
Nebraska
$6.38M +$685K +32,327 +12%
SFG
50
SageGuard Financial Group
Tennessee
$6.29M +$6.36M +300,043 New