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First Trust Core Investment Grade ETF

121 hedge funds and large institutions have $934M invested in First Trust Core Investment Grade ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+22
Holders Change %
+22.22%
% of All Funds
1.62%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
33
Increased
69
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TA
101
TrueWealth Advisors
Alabama
$287K +$287K +13,634 New
SB
102
Strategic Blueprint
Georgia
$286K +$17.9K +850 +7%
HH
103
Hilltop Holdings
Texas
$280K -$400 -19 -0.1%
SW
104
Simplicity Wealth
New Jersey
$279K +$58.3K +2,768 +26%
LSIA
105
LaSalle St. Investment Advisors
Illinois
$258K +$258K +12,284 New
Betterment LLC
106
Betterment LLC
New York
$257K +$257K +12,198 New
AFG
107
ABLE Financial Group
Arizona
$217K +$6.17K +293 +3%
AAS
108
Ameritas Advisory Services
Nebraska
$198K +$198K +9,398 New
PTC
109
Private Trust Company
Ohio
$166K +$37.8K +1,793 +29%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$141K +$31.1K +1,476 +28%
GWM
111
Geneos Wealth Management
Colorado
$136K -$20.4K -968 -13%
RCM
112
Raleigh Capital Management
North Carolina
$123K -$632 -30 -0.5%
TWM
113
Topsail Wealth Management
North Carolina
$112K
RF
114
Rossby Financial
Florida
$93.8K +$21 +1 +0%
UBS Group
115
UBS Group
Switzerland
$55.6K +$55.6K +2,641 New
OWP
116
ORG Wealth Partners
Texas
$25.1K +$274 +13 +1%
FNWA
117
Financial Network Wealth Advisors
Utah
$23.3K +$23.3K +1,106 New
Bank of America
118
Bank of America
North Carolina
$11.8K +$10K +477 +589%
ANBT
119
American National Bank & Trust
Texas
$8.07K
T
120
Transce3nd
Texas
$5.92K
WWM
121
Wagner Wealth Management
South Carolina
$5.27K +$5.27K +250 New
Wells Fargo
122
Wells Fargo
California
$9
VCM
123
Virtue Capital Management
Tennessee
-$1.8M -85,832 Closed
CWP
124
Core Wealth Partners
California
-$1.62M -77,326 Closed
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
-$818K -38,950 Closed