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First Trust Core Investment Grade ETF

102 hedge funds and large institutions have $705M invested in First Trust Core Investment Grade ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 45 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 5

650% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 6

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

95% more capital invested

Capital invested by funds: $361M → $705M (+$344M)

62% more funds holding

Funds holding: 63102 (+39)

155.35% less ownership

Funds ownership: 249.6%94.25% (-155%)

Holders
102
Holders Change
+39
Holders Change %
+61.9%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
47
Increased
45
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Snowden Capital Advisors
New York
$1.37M +$1.35M +65,098 New
AAS
52
Avantax Advisory Services
Texas
$1.24M -$28.2K -1,354 -2%
PWM
53
Perigon Wealth Management
California
$1.15M +$310K +14,904 +38%
NW
54
NewEdge Wealth
Pennsylvania
$1.07M +$1.06M +50,829 New
MW
55
Maia Wealth
Colorado
$1.03M +$302K +14,537 +41%
MMA
56
Miracle Mile Advisors
California
$856K +$848K +40,800 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$818K +$570K +27,424 +238%
GWSG
58
GPS Wealth Strategies Group
Colorado
$785K -$37K -1,778 -5%
VAS
59
Vestmark Advisory Solutions
Massachusetts
$757K +$40.1K +1,929 +6%
NWM
60
Nova Wealth Management
Florida
$734K +$727K +34,971 New
IPW
61
Impact Partnership Wealth
Georgia
$728K +$266K +12,776 +58%
MML Investors Services
62
MML Investors Services
Massachusetts
$699K +$306K +14,694 +79%
PFA
63
Pinnacle Family Advisors
Missouri
$650K +$644K +30,947 New
RA
64
RFG Advisory
Alabama
$649K +$643K +30,905 New
KWS
65
Keystone Wealth Services
California
$598K +$592K +28,478 New
IA
66
IFP Advisors
Florida
$575K +$553K +26,593 +3,299%
GM
67
GeoWealth Management
Illinois
$553K +$136K +6,521 +33%
MSAM
68
Moloney Securities Asset Management
Missouri
$482K +$477K +22,957 New
AWM
69
Apollon Wealth Management
South Carolina
$435K +$431K +20,729 New
OBWG
70
Onyx Bridge Wealth Group
New York
$432K -$8.28K -398 -2%
FA
71
Faithward Advisors
Pennsylvania
$424K +$92.3K +4,441 +28%
OFS
72
OneAscent Financial Services
Alabama
$408K +$160K +7,701 +66%
BWA
73
BlueChip Wealth Advisors
Georgia
$396K +$392K +18,874 New
FTUS
74
Flow Traders U.S.
New York
$389K +$385K +18,526 New
Truist Financial
75
Truist Financial
North Carolina
$375K -$771K -37,056 -67%

FTCB Hedge Fund Activity: Q1 2025 in Review

102 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Core Investment Grade ETF (FTCB) for Q1 2025, worth a combined $705M — up 95% from $361M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FTCB positions and 5 closed out — a net gain of 42 holders — while 45 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $34M. The largest seller was Jane Street, cutting an estimated $4.89M.

  • 102 institutional investors held First Trust Core Investment Grade ETF (FTCB) as of Q1 2025, up from 63 in Q4 2024.
  • Funds reported $705M of First Trust Core Investment Grade ETF stock for Q1 2025, up 95% quarter-over-quarter.
  • 47 funds opened new First Trust Core Investment Grade ETF positions in Q1 2025 and 5 closed out, a net change of +42 holders.
  • The largest First Trust Core Investment Grade ETF buyer in Q1 2025 was LPL Financial, an estimated $34M added.
  • The largest First Trust Core Investment Grade ETF seller in Q1 2025 was Jane Street, an estimated $4.89M sold.

Based on aggregated 13F filings for Q1 2025.