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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
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$67.2M
2 +$42.6M
3 +$18.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.4M
5
Morgan Stanley
Morgan Stanley
New York
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
101
TrueWealth Advisors
Alabama
$287K
SB
102
Strategic Blueprint
Georgia
$286K
HH
103
Hilltop Holdings
Texas
$280K
SW
104
Simplicity Wealth
New Jersey
$279K
LSIA
105
LaSalle St. Investment Advisors
Illinois
$258K
Betterment LLC
106
Betterment LLC
New York
$257K
AFG
107
ABLE Financial Group
Arizona
$217K
AAS
108
Ameritas Advisory Services
Nebraska
$198K
PTC
109
Private Trust Company
Ohio
$166K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$141K
GWM
111
Geneos Wealth Management
Colorado
$136K
RCM
112
Raleigh Capital Management
North Carolina
$123K
TWM
113
Topsail Wealth Management
North Carolina
$112K
RF
114
Rossby Financial
Florida
$93.8K
UBS Group
115
UBS Group
Switzerland
$55.6K
OWP
116
ORG Wealth Partners
Texas
$25.1K
FNWA
117
Financial Network Wealth Advisors
Utah
$23.3K
Bank of America
118
Bank of America
North Carolina
$11.8K
ANBT
119
American National Bank & Trust
Texas
$8.07K
T
120
Transce3nd
Texas
$5.92K
WWM
121
Wagner Wealth Management
South Carolina
$5.26K
Wells Fargo
122
Wells Fargo
California
$9
VCM
123
Virtue Capital Management
Tennessee
CWP
124
Core Wealth Partners
California
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania