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First Trust Core Investment Grade ETF

99 hedge funds and large institutions have $680M invested in First Trust Core Investment Grade ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 44 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+36
Holders Change %
+57.14%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
45
Increased
44
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
76
Integrity Alliance
Iowa
$291K +$291K +13,881 New
SIM
77
Synergy Investment Management
Florida
$287K +$287K +13,667 New
HH
78
Hilltop Holdings
Texas
$280K +$53.2K +2,534 +23%
SB
79
Strategic Blueprint
Georgia
$267K +$267K +12,742 New
Citadel Advisors
80
Citadel Advisors
Florida
$264K -$1.13M -53,806 -81%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$249K
KIM
82
Kestra Investment Management
Texas
$223K +$34.5K +1,643 +18%
SW
83
Simplicity Wealth
New Jersey
$220K +$220K +10,479 New
CAM
84
Concorde Asset Management
Michigan
$218K +$218K +10,464 New
AFG
85
ABLE Financial Group
Arizona
$210K +$210K +10,020 New
PS
86
Principal Securities
Iowa
$189K
GWM
87
Geneos Wealth Management
Colorado
$155K +$104K +4,936 +200%
PTC
88
Private Trust Company
Ohio
$128K +$128K +6,111 New
RCM
89
Raleigh Capital Management
North Carolina
$124K +$28.9K +1,377 +30%
TWM
90
Topsail Wealth Management
North Carolina
$112K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$109K
SWM
92
Spire Wealth Management
Virginia
$97.3K +$97.3K +4,634 New
RF
93
Rossby Financial
Florida
$93.1K +$93.1K +4,455 New
Q1WB
94
Quest 10 Wealth Builders
Virginia
$54.7K +$10.1K +482 +23%
OWP
95
ORG Wealth Partners
Texas
$24.8K +$24.8K +1,178 New
ANBT
96
American National Bank & Trust
Texas
$8.04K +$8.04K +383 New
T
97
Transce3nd
Texas
$5.9K +$525 +25 +10%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$2.58K +$2.58K +123 New
Bank of America
99
Bank of America
North Carolina
$1.7K +$1.7K +81 New
CFGS
100
Concourse Financial Group Securities
Alabama
-$523K -25,311 Closed