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First Trust Core Investment Grade ETF

144 hedge funds and large institutions have $1.11B invested in First Trust Core Investment Grade ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 22

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $964M → $1.11B (+$149M)

13% more funds holding

Funds holding: 127144 (+17)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6.02% less ownership

Funds ownership: 84.57%78.55% (-6%)

Holders
144
Holders Change
+17
Holders Change %
+13.39%
% of All Funds
1.89%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
28
Increased
86
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
51
Summit Financial
New Jersey
$2.76M +$2.73M +129,465 New
SCA
52
Snowden Capital Advisors
New York
$2.56M +$1.09M +51,706 +75%
SWM
53
Spire Wealth Management
Virginia
$2.56M +$303K +14,373 +14%
AWA
54
Acorn Wealth Advisors
Michigan
$2.52M +$590K +27,953 +31%
AI
55
Atria Investments
North Carolina
$2.47M +$168K +7,965 +7%
Jane Street
56
Jane Street
New York
$2.47M -$2.06M -97,757 -46%
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$2.41M -$240K -11,377 -9%
NW
58
NewEdge Wealth
Pennsylvania
$2.27M +$5.34K +253 +0.2%
CAS
59
Coppell Advisory Solutions
Texas
$2.24M -$371K -17,564 -14%
ATPW
60
Ashton Thomas Private Wealth
Arizona
$2.03M +$1.47M +69,495 +268%
TCA
61
Transcend Capital Advisors
New Jersey
$1.69M +$442K +20,957 +36%
PAS
62
PKS Advisory Services
New York
$1.67M -$681K -32,249 -29%
MW
63
Maia Wealth
Colorado
$1.66M +$102K +4,817 +7%
NWM
64
Nova Wealth Management
Florida
$1.51M -$189K -8,934 -11%
PWM
65
Perigon Wealth Management
California
$1.33M -$20.6K -978 -2%
BWP
66
Balboa Wealth Partners
Arizona
$1.31M +$27.7K +1,310 +2%
MMA
67
Miracle Mile Advisors
California
$1.29M
PFA
68
Pinnacle Family Advisors
Missouri
$1.24M +$404K +19,117 +49%
SGFG
69
Silver Grove Financial Group
New York
$1.21M +$1.2M +56,715 New
MML Investors Services
70
MML Investors Services
Massachusetts
$1.18M +$403K +19,071 +52%
CAM
71
Concorde Asset Management
Michigan
$1.13M +$1.11M +52,807 New
AWA
72
Arkadios Wealth Advisors
Georgia
$1.13M +$299K +14,174 +37%
GRP
73
Global Retirement Partners
California
$1.11M +$382K +18,096 +53%
RA
74
RFG Advisory
Alabama
$1.07M +$281K +13,310 +36%
AMG
75
APS Management Group
California
$1.05M +$1.04M +49,085 New

FTCB Hedge Fund Activity: Q3 2025 in Review

144 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Core Investment Grade ETF (FTCB) for Q3 2025, worth a combined $1.11B — up 15% from $964M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FTCB positions and 9 closed out — a net gain of 19 holders — while 86 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $37.7M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $11.2M sold.

  • 144 institutional investors held First Trust Core Investment Grade ETF (FTCB) as of Q3 2025, up from 127 in Q2 2025.
  • Funds reported $1.11B of First Trust Core Investment Grade ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 28 funds opened new First Trust Core Investment Grade ETF positions in Q3 2025 and 9 closed out, a net change of +19 holders.
  • The largest First Trust Core Investment Grade ETF buyer in Q3 2025 was LPL Financial, an estimated $37.7M added.
  • The largest First Trust Core Investment Grade ETF seller in Q3 2025 was Mach-1 Financial Group, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2025.